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
$154M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$187K
2 +$166K
3 +$138K
4
QGEN icon
Qiagen
QGEN
+$95K
5
WRAP icon
Wrap Technologies
WRAP
+$78.3K

Top Sells

1 +$161K
2 +$63K
3 +$40.4K
4
IBM icon
IBM
IBM
+$32.5K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$17.7K

Sector Composition

1 Healthcare 19.51%
2 Technology 17.5%
3 Financials 9.01%
4 Real Estate 7.47%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$21K 0.01%
127
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349
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125
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9
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$19K 0.01%
5,000
210
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586
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120
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$16K 0.01%
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125
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182
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130
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$15K 0.01%
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400
225
$15K 0.01%
254
+1