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
$198M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$994K
3
+$885K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$846K
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$683K

Top Sells

1
+$2.29M
2
+$1.63M
3
+$390K
4
PG icon
Procter & Gamble
PG
+$282K
5
EXPO icon
Exponent
EXPO
+$196K

Sector Composition

1 Technology 4.22%
2 Consumer Discretionary 2.35%
3 Consumer Staples 1.77%
4 Healthcare 1.6%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$289K 0.15%
2,242
+4
52
$288K 0.15%
18,398
+66
53
$274K 0.14%
2,579
54
$273K 0.14%
5,083
55
$262K 0.13%
2,140
-42
56
$262K 0.13%
927
57
$258K 0.13%
3,572
58
$257K 0.13%
3,456
+221
59
$255K 0.13%
3,160
-336
60
$252K 0.13%
3,893
+53
61
$251K 0.13%
22,260
+222
62
$250K 0.13%
4,574
63
$247K 0.12%
1,480
64
$243K 0.12%
+2,073
65
$240K 0.12%
5,651
+20
66
$234K 0.12%
2,308
-51
67
$231K 0.12%
+4,273
68
$226K 0.11%
4,682
69
$222K 0.11%
+4,844
70
$211K 0.11%
+1,455
71
$202K 0.1%
+5,330
72
$67K 0.03%
34,124
+16,562
1 2
3