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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$5.93M
3
+$5.63M
4
MRK icon
Merck
MRK
+$5.44M
5
CSCO icon
Cisco
CSCO
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.4%
2 Real Estate 12.98%
3 Technology 11.8%
4 Financials 10.57%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.03%
+2,260
127
$41K 0.03%
+207
128
$40K 0.03%
+148
129
$39K 0.03%
+298
130
$38K 0.03%
+930
131
$37K 0.03%
+5,204
132
$36K 0.03%
+900
133
$36K 0.03%
+8,637
134
$32K 0.02%
+182
135
$32K 0.02%
+442
136
$31K 0.02%
+1,250
137
$31K 0.02%
+600
138
$30K 0.02%
+820
139
$30K 0.02%
+1,489
140
$30K 0.02%
+840
141
$28K 0.02%
+328
142
$28K 0.02%
+483
143
$28K 0.02%
+370
144
$28K 0.02%
+238
145
$28K 0.02%
+431
146
$28K 0.02%
+144
147
$26K 0.02%
+429
148
$26K 0.02%
+1,859
149
$25K 0.02%
+1,663
150
$25K 0.02%
+570
4 5
6
7 8