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
$219M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.38M
3
+$645K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$601K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$584K

Top Sells

1
+$597K
2
+$534K
3
+$454K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$304K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$303K

Sector Composition

1 Technology 5.32%
2 Consumer Discretionary 2.22%
3 Financials 1.9%
4 Healthcare 1.82%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$831K 0.38%
4,425
-166
27
$765K 0.35%
4,852
-46
28
$755K 0.34%
5,529
-29
29
$749K 0.34%
15,189
+2
30
$719K 0.33%
12,700
31
$694K 0.32%
10,380
32
$616K 0.28%
4,261
-3,140
33
$580K 0.26%
3,977
+422
34
$548K 0.25%
6,406
35
$541K 0.25%
17,376
36
$531K 0.24%
8,834
37
$469K 0.21%
7,537
-2,789
38
$464K 0.21%
2,263
+1,092
39
$448K 0.2%
+15,499
40
$446K 0.2%
8,420
-2
41
$416K 0.19%
21,650
42
$402K 0.18%
7,472
43
$378K 0.17%
3,032
44
$368K 0.17%
2,223
45
$358K 0.16%
2,024
46
$357K 0.16%
2,422
47
$355K 0.16%
6,706
48
$346K 0.16%
1,076
49
$340K 0.16%
6,416
50
$337K 0.15%
2,280
1
2
3 4