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
$209M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.74M
3
+$1.69M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.59M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$1.46M

Top Sells

1
+$2.38M
2
+$1.47M
3
+$1.27M
4
PG icon
Procter & Gamble
PG
+$531K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$278K

Sector Composition

1 Technology 4.26%
2 Consumer Discretionary 2.63%
3 Financials 1.77%
4 Healthcare 1.58%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.15%
7,588
+1,937
52
$311K 0.15%
6,416
53
$307K 0.15%
1,438
54
$307K 0.15%
2,280
55
$303K 0.15%
18,878
+480
56
$296K 0.14%
2,579
57
$293K 0.14%
3,496
+40
58
$293K 0.14%
2,247
+5
59
$286K 0.14%
3,572
60
$285K 0.14%
2,173
+33
61
$272K 0.13%
927
62
$272K 0.13%
18,225
63
$267K 0.13%
2,110
+37
64
$266K 0.13%
2,377
+69
65
$260K 0.12%
22,248
-12
66
$256K 0.12%
3,896
+3
67
$256K 0.12%
+14,336
68
$250K 0.12%
4,574
69
$249K 0.12%
1,444
-36
70
$243K 0.12%
5,083
71
$242K 0.12%
3,162
+2
72
$239K 0.11%
4,273
73
$229K 0.11%
4,844
74
$222K 0.11%
4,682
75
$222K 0.11%
+6,030
1 2
3
4