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
151
$25K 0.02%
+885
152
$25K 0.02%
+1,026
153
$24K 0.02%
+350
154
$24K 0.02%
+606
155
$24K 0.02%
+403
156
$23K 0.02%
+100
157
$22K 0.02%
+1,200
158
$21K 0.02%
+299
159
$21K 0.02%
+182
160
$21K 0.02%
+680
161
$20K 0.01%
+70
162
$19K 0.01%
+64
163
$19K 0.01%
+530
164
$18K 0.01%
+300
165
$18K 0.01%
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166
$18K 0.01%
+282
167
$18K 0.01%
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168
$17K 0.01%
+470
169
$17K 0.01%
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170
$17K 0.01%
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171
$16K 0.01%
+200
172
$16K 0.01%
+173
173
$16K 0.01%
+122
174
$16K 0.01%
+74
175
$15K 0.01%
+116
5 6
7
8 9