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
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$20K 0.02%
9
177
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90
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570
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$19K 0.01%
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77
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282
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$19K 0.01%
642
+1
185
$18K 0.01%
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568
-44
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+1
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$15K 0.01%
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$15K 0.01%
1,700
+400
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825
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$15K 0.01%
124
-39
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$15K 0.01%
209
-43
200
$15K 0.01%
240
6 7
8
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