WCWM

Willow Creek Wealth Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 7.45%
This Quarter Est. Return
1 Year Est. Return
+7.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$15.8M
3
+$9.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.35M
5
TSLA icon
Tesla
TSLA
+$4.66M

Top Sells

1
+$1.65M
2
+$1.01M
3
+$858K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$575K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$358K

Sector Composition

1 Technology 7.91%
2 Consumer Staples 4.79%
3 Industrials 2.7%
4 Consumer Discretionary 1.92%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.19%
+22,979
52
$959K 0.18%
30,454
+9,039
53
$923K 0.17%
17,497
+8,613
54
$902K 0.17%
18,328
+8,002
55
$883K 0.16%
9,917
-532
56
$879K 0.16%
27,211
+1,346
57
$855K 0.16%
4,340
-87
58
$838K 0.16%
+15,080
59
$788K 0.15%
3,068
+286
60
$703K 0.13%
4,849
+49
61
$683K 0.13%
8,152
62
$656K 0.12%
2,098
+1,309
63
$591K 0.11%
13,055
-1,285
64
$580K 0.11%
4,041
65
$562K 0.1%
3,142
66
$544K 0.1%
7,564
67
$493K 0.09%
5,334
68
$469K 0.09%
6,707
69
$454K 0.08%
12,700
70
$445K 0.08%
+5,255
71
$444K 0.08%
1,178
-15
72
$439K 0.08%
2,634
+500
73
$425K 0.08%
2,413
74
$411K 0.08%
17,169
75
$406K 0.08%
1,012
1 2
3
4 5