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
$1.03B
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.96M
3
+$3.74M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.31M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.23M

Top Sells

1
+$1.66M
2
+$1.5M
3
+$256K
4
TSLA icon
Tesla
TSLA
+$242K
5
ETN icon
Eaton
ETN
+$236K

Sector Composition

1 Technology 2.87%
2 Consumer Staples 1.66%
3 Financials 0.85%
4 Communication Services 0.47%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.01%
119,486
+14,279
27
$9.05M 0.88%
380,698
-63,160
28
$8.38M 0.82%
240,155
+43,809
29
$7.95M 0.77%
303,426
+1,757
30
$6.4M 0.62%
103,668
+383
31
$6.27M 0.61%
69,244
-2,223
32
$6.14M 0.6%
182,360
+57,510
33
$5.99M 0.58%
116,496
+12,853
34
$5.33M 0.52%
161,600
+10,076
35
$4.68M 0.46%
180,691
+12,176
36
$4.52M 0.44%
445,475
+21,026
37
$4.25M 0.41%
68,092
+4,020
38
$4.07M 0.4%
105,986
+11,238
39
$3.68M 0.36%
126,411
-858
40
$2.56M 0.25%
43,817
-632
41
$2.51M 0.24%
24,925
+54
42
$2.34M 0.23%
32,892
43
$2.25M 0.22%
30,591
+4,335
44
$2.24M 0.22%
80,756
+7,574
45
$2.2M 0.21%
3,587
46
$2.17M 0.21%
4,356
+3
47
$2.14M 0.21%
35,858
+249
48
$2.03M 0.2%
92,285
-46
49
$2.02M 0.2%
12,921
+6
50
$2.02M 0.2%
+26,757
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