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
$132M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$176K
3
+$101K
4
AVGO icon
Broadcom
AVGO
+$98.2K
5
Z icon
Zillow
Z
+$85.6K

Top Sells

1
+$2.8M
2
+$437K
3
+$317K
4
AMZN icon
Amazon
AMZN
+$270K
5
IBM icon
IBM
IBM
+$261K

Sector Composition

1 Healthcare 19.77%
2 Technology 17.49%
3 Financials 8.85%
4 Real Estate 7%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$39K 0.03%
182
152
$32K 0.02%
138
153
$29K 0.02%
303
+1
154
$29K 0.02%
840
155
$29K 0.02%
1,055
156
$28K 0.02%
175
+1
157
$28K 0.02%
1,120
158
$28K 0.02%
167
-21
159
$27K 0.02%
238
160
$27K 0.02%
750
+4
161
$27K 0.02%
903
162
$26K 0.02%
300
163
$26K 0.02%
612
164
$25K 0.02%
1,737
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165
$24K 0.02%
381
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166
$23K 0.02%
107
167
$23K 0.02%
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$22K 0.02%
100
169
$22K 0.02%
62
170
$22K 0.02%
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$22K 0.02%
64
173
$21K 0.02%
1,250
174
$21K 0.02%
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+613
175
$21K 0.02%
45
-10
5 6
7
8 9