WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+3.48%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$242M
AUM Growth
+$242M
(+8.9%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
79.55%
Holding
88
New
10
Increased
23
Reduced
25
Closed
3
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$49M |
| 2 |
Apple
AAPL
|
$6.72M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$2.25M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.58M |
| 5 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
$982K |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$47.5M |
| 2 |
Sysco
SYY
|
$344K |
| 3 |
Microsoft
MSFT
|
$343K |
| 4 |
SPDR Portfolio TIPS ETF
SPIP
|
$243K |
| 5 |
Qualcomm
QCOM
|
$217K |
Sector Composition
| 1 | Technology | 13.85% |
| 2 | Consumer Discretionary | 2.84% |
| 3 | Healthcare | 1.64% |
| 4 | Financials | 1.43% |
| 5 | Consumer Staples | 1.33% |
