WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
-1.35%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$272M
AUM Growth
+$272M
(+2.5%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
5.01%
Top 10 Holdings %
Top 10 Hldgs %
75.3%
Holding
95
New
6
Increased
24
Reduced
27
Closed
1
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$8.48M |
| 2 |
Cisco
CSCO
|
$3.96M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$3.91M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.12M |
| 5 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
$1.01M |
Top Sells
| 1 |
Fastly
FSLY
|
$6.73M |
| 2 |
Exponent
EXPO
|
$1.77M |
| 3 |
Apple
AAPL
|
$344K |
| 4 |
COUP
Coupa Software Incorporated
COUP
|
$212K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$187K |
Sector Composition
| 1 | Technology | 9.55% |
| 2 | Consumer Staples | 2.77% |
| 3 | Consumer Discretionary | 2.52% |
| 4 | Financials | 1.72% |
| 5 | Healthcare | 1.59% |
