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
$144M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1 +$438K
2 +$247K
3 +$220K
4
MPLX icon
MPLX
MPLX
+$188K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$131K

Top Sells

1 +$371K
2 +$169K
3 +$105K
4
IBM icon
IBM
IBM
+$93.7K
5
CVS icon
CVS Health
CVS
+$63.9K

Sector Composition

1 Healthcare 19.49%
2 Technology 17.32%
3 Financials 8.78%
4 Real Estate 6.97%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$19K 0.01%
282
202
$18K 0.01%
107
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203
$18K 0.01%
345
+3
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$17K 0.01%
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120
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253
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+642
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$16K 0.01%
489
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$15K 0.01%
200
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+400
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$15K 0.01%
120
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$14K 0.01%
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$14K 0.01%
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$14K 0.01%
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222
$14K 0.01%
181
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$14K 0.01%
91
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$14K 0.01%
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225
$13K 0.01%
+56