WLPWM

Walled Lake Planning & Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
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 +$215K
2 +$167K
3 +$87.3K
4
Z icon
Zillow
Z
+$73K
5
DNLI icon
Denali Therapeutics
DNLI
+$72.5K

Top Sells

1 +$2.61M
2 +$373K
3 +$318K
4
AMZN icon
Amazon
AMZN
+$265K
5
IBM icon
IBM
IBM
+$251K

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
201
$15K 0.01%
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+1
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342
+5
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$13K 0.01%
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204
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1,014
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48