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
201
$15K 0.01%
120
+1
202
$14K 0.01%
342
+5
203
$13K 0.01%
106
204
$13K 0.01%
85
205
$13K 0.01%
1,014
206
$13K 0.01%
130
207
$13K 0.01%
300
208
$13K 0.01%
91
+1
209
$12K 0.01%
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210
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59
-736
211
$12K 0.01%
253
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$11K 0.01%
485
+6
213
$10K 0.01%
+41
214
$9K 0.01%
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215
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+2
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+1
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$8K 0.01%
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$8K 0.01%
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$8K 0.01%
259
223
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255
224
$8K 0.01%
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225
$8K 0.01%
251
+1
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9
10 11