WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+5.25%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$484M
AUM Growth
+$484M
(+7.2%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
2.39%
Top 10 Holdings %
Top 10 Hldgs %
70.16%
Holding
123
New
9
Increased
37
Reduced
28
Closed
1
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$6.05M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$2.09M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.85M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.76M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$1.35M |
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.94M |
| 2 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
$1.78M |
| 3 |
Apple
AAPL
|
$1.24M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$882K |
| 5 |
Intuit
INTU
|
$454K |
Sector Composition
| 1 | Technology | 12.65% |
| 2 | Industrials | 4.1% |
| 3 | Consumer Staples | 2.32% |
| 4 | Consumer Discretionary | 1.78% |
| 5 | Healthcare | 1.24% |
