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
$219M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.38M
3
+$645K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$601K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$584K

Top Sells

1
+$597K
2
+$534K
3
+$454K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$304K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$303K

Sector Composition

1 Technology 5.32%
2 Consumer Discretionary 2.22%
3 Financials 1.9%
4 Healthcare 1.82%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$331K 0.15%
2,579
52
$329K 0.15%
1,451
+13
53
$325K 0.15%
2,334
-50
54
$307K 0.14%
3,496
55
$304K 0.14%
5,083
-100
56
$301K 0.14%
4,806
57
$299K 0.14%
2,479
-618
58
$299K 0.14%
5,982
-3,238
59
$293K 0.13%
2,140
-33
60
$286K 0.13%
2,105
-106
61
$285K 0.13%
2,285
-989
62
$282K 0.13%
4,062
-39
63
$272K 0.12%
1,444
64
$271K 0.12%
4,574
65
$259K 0.12%
3,572
66
$255K 0.12%
4,273
67
$255K 0.12%
854
-96
68
$250K 0.11%
6,321
-42
69
$241K 0.11%
6,854
-271
70
$240K 0.11%
1,348
-841
71
$238K 0.11%
1,455
72
$236K 0.11%
1,119
73
$227K 0.1%
4,212
-470
74
$224K 0.1%
4,844
75
$221K 0.1%
3,165
+172
1 2
3
4