WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+2.75%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$266M
AUM Growth
+$266M
(+9.5%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
6.83%
Top 10 Holdings %
Top 10 Hldgs %
77.41%
Holding
92
New
7
Increased
29
Reduced
27
Closed
3
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$22.3M |
| 2 |
Costco
COST
|
$4.48M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$2.48M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.23M |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.21M |
Top Sells
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$8.55M |
| 2 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$8.43M |
| 3 |
Apple
AAPL
|
$380K |
| 4 |
Chevron
CVX
|
$249K |
| 5 |
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% |
