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
176
$15K 0.01%
+138
177
$15K 0.01%
+238
178
$14K 0.01%
+122
179
$14K 0.01%
+1,009
180
$14K 0.01%
+155
181
$14K 0.01%
+467
182
$14K 0.01%
+119
183
$13K 0.01%
+335
184
$13K 0.01%
+62
185
$13K 0.01%
+103
186
$12K 0.01%
+170
187
$12K 0.01%
+489
188
$12K 0.01%
+1,300
189
$12K 0.01%
+88
190
$12K 0.01%
+104
191
$12K 0.01%
+130
192
$11K 0.01%
+300
193
$11K 0.01%
+125
194
$11K 0.01%
+127
195
$11K 0.01%
+85
196
$11K 0.01%
+253
197
$11K 0.01%
+169
198
$10K 0.01%
+38
199
$10K 0.01%
+266
200
$10K 0.01%
+259
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8
9 10