WCWM

Willow Creek Wealth Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 7.45%
This Quarter Est. Return
1 Year Est. Return
+7.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$15.8M
3
+$9.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.35M
5
TSLA icon
Tesla
TSLA
+$4.66M

Top Sells

1
+$1.65M
2
+$1.01M
3
+$858K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$575K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$358K

Sector Composition

1 Technology 7.91%
2 Consumer Staples 4.79%
3 Industrials 2.7%
4 Consumer Discretionary 1.92%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.51%
5,105
-52
27
$2.75M 0.51%
120,196
+7,112
28
$2.41M 0.45%
21,131
+1,586
29
$2.32M 0.43%
200,122
+122
30
$2.02M 0.38%
86,772
+10,316
31
$1.99M 0.37%
18,300
+5,180
32
$1.99M 0.37%
92,712
+2,985
33
$1.94M 0.36%
20,548
34
$1.88M 0.35%
10,611
+7,102
35
$1.8M 0.33%
37,450
-219
36
$1.77M 0.33%
16,180
+5,540
37
$1.7M 0.31%
33,852
38
$1.68M 0.31%
36,983
39
$1.6M 0.3%
9,227
+901
40
$1.49M 0.28%
56,425
+19,888
41
$1.42M 0.26%
3,695
42
$1.38M 0.26%
3,646
+1
43
$1.3M 0.24%
+28,571
44
$1.25M 0.23%
7,445
45
$1.24M 0.23%
26,012
-7,353
46
$1.21M 0.22%
+52,185
47
$1.19M 0.22%
+25,760
48
$1.13M 0.21%
46,967
-664
49
$1.09M 0.2%
4,975
50
$1.03M 0.19%
3,455
+101
1
2
3 4 5