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
$266M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$4.48M
3
+$2.48M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.23M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.21M

Top Sells

1
+$8.55M
2
+$8.43M
3
+$380K
4
CVX icon
Chevron
CVX
+$249K
5
AMZN icon
Amazon
AMZN
+$205K

Sector Composition

1 Technology 12.79%
2 Consumer Staples 2.98%
3 Consumer Discretionary 2.73%
4 Financials 1.58%
5 Healthcare 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.14%
7,582
52
$378K 0.14%
14,425
+523
53
$362K 0.14%
+5,758
54
$360K 0.14%
10,035
+191
55
$359K 0.14%
16,903
56
$347K 0.13%
2,373
57
$336K 0.13%
671
-11
58
$334K 0.13%
4,973
+76
59
$328K 0.12%
6,110
-306
60
$325K 0.12%
1,403
+221
61
$323K 0.12%
3,265
62
$319K 0.12%
1,620
-146
63
$312K 0.12%
1,194
64
$304K 0.11%
2,051
65
$304K 0.11%
+5,500
66
$293K 0.11%
+1,381
67
$293K 0.11%
4,273
68
$292K 0.11%
1,308
-94
69
$289K 0.11%
3,963
+11
70
$286K 0.11%
2,056
71
$284K 0.11%
6,376
72
$279K 0.11%
1,348
73
$278K 0.1%
4,073
-46
74
$272K 0.1%
1,926
-400
75
$271K 0.1%
993
+25
1 2
3
4