WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
-1.22%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$188M
AUM Growth
+$188M
(+4.9%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
6.3%
Top 10 Holdings %
Top 10 Hldgs %
81.4%
Holding
73
New
1
Increased
19
Reduced
22
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$7.84M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.84M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$5.62M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$1.02M |
| 5 |
Apple
AAPL
|
$351K |
Sector Composition
| 1 | Technology | 3.62% |
| 2 | Consumer Discretionary | 2.05% |
| 3 | Consumer Staples | 1.54% |
| 4 | Financials | 1.39% |
| 5 | Healthcare | 1.27% |
