WLPWM

Walled Lake Planning & Wealth Management Portfolio holdings

AUM $307M
1-Year Est. Return 13.93%
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$4.65M
2 +$206K
3 +$179K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$81.9K
5
V icon
Visa
V
+$61.6K

Sector Composition

1 Technology 14.07%
2 Healthcare 11.85%
3 Consumer Staples 6.98%
4 Industrials 6.11%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$96.4K 0.05%
+11,170
102
$30.7K 0.02%
1,526
103
$8.29K ﹤0.01%
5
104
-3,200