WCWM

Willow Creek Wealth Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 8.24%
This Quarter Est. Return
1 Year Est. Return
+8.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.74M
3
+$1.69M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.59M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$1.46M

Top Sells

1
+$2.38M
2
+$1.47M
3
+$1.27M
4
PG icon
Procter & Gamble
PG
+$531K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$278K

Sector Composition

1 Technology 4.26%
2 Consumer Discretionary 2.63%
3 Financials 1.77%
4 Healthcare 1.58%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$771K 0.37%
15,636
+174
27
$741K 0.36%
12,700
28
$740K 0.35%
4,264
29
$714K 0.34%
5,613
30
$658K 0.32%
4,914
+33
31
$600K 0.29%
10,446
+3,402
32
$584K 0.28%
22,034
+152
33
$561K 0.27%
10,380
34
$511K 0.24%
2,925
+25
35
$506K 0.24%
17,376
36
$495K 0.24%
3,555
-775
37
$486K 0.23%
+8,884
38
$470K 0.23%
8,245
-3
39
$445K 0.21%
6,290
-1,977
40
$418K 0.2%
9,158
-112
41
$398K 0.19%
+7,804
42
$385K 0.18%
3,097
43
$368K 0.18%
6,706
44
$365K 0.17%
+2,183
45
$363K 0.17%
2,506
46
$354K 0.17%
3,072
+10
47
$350K 0.17%
3,194
-4,845
48
$350K 0.17%
+2,232
49
$349K 0.17%
4,806
50
$334K 0.16%
21,650
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