WLPWM
Walled Lake Planning & Wealth Management Portfolio holdings
AUM
$307M
This Quarter Return
+6.27%
1 Year Return
+13.93%
3 Year Return
+52.48%
5 Year Return
+100.06%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+6.6%)
Cap. Flow
+$2.03M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
39.61%
Holding
326
New
10
Increased
108
Reduced
16
Closed
8
Top Buys
| 1 |
Trade Desk
TTD
|
$243K |
| 2 |
Tesla
TSLA
|
$187K |
| 3 |
Organon & Co
OGN
|
$166K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$138K |
| 5 |
ProShares Ultra QQQ
QLD
|
$115K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$63K |
| 2 |
Johnson & Johnson
JNJ
|
$40.4K |
| 3 |
IBM
IBM
|
$32.5K |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$17.7K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$13.8K |
Sector Composition
| 1 | Healthcare | 19.51% |
| 2 | Technology | 17.5% |
| 3 | Financials | 9.01% |
| 4 | Real Estate | 7.47% |
| 5 | Industrials | 6.22% |
