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
$1.03B
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.96M
3
+$3.74M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.31M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.23M

Top Sells

1
+$1.66M
2
+$1.5M
3
+$256K
4
TSLA icon
Tesla
TSLA
+$242K
5
ETN icon
Eaton
ETN
+$236K

Sector Composition

1 Technology 2.87%
2 Consumer Staples 1.66%
3 Financials 0.85%
4 Communication Services 0.47%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.19%
12,432
-10
52
$1.87M 0.18%
7,362
-84
53
$1.74M 0.17%
3,095
-60
54
$1.65M 0.16%
4,718
+10
55
$1.59M 0.15%
4,406
-70
56
$1.55M 0.15%
4,140
+285
57
$1.51M 0.15%
35,956
+14
58
$1.35M 0.13%
400,000
59
$1.27M 0.12%
27,440
60
$1.23M 0.12%
24,686
-2,472
61
$1.13M 0.11%
45,067
-524
62
$1.1M 0.11%
9,923
-107
63
$953K 0.09%
7,807
64
$926K 0.09%
9,496
65
$914K 0.09%
9,893
+2,259
66
$900K 0.09%
5,280
+1,007
67
$882K 0.09%
7,679
68
$872K 0.08%
4,635
69
$835K 0.08%
3,404
+109
70
$826K 0.08%
5,905
71
$820K 0.08%
2,983
+1,055
72
$804K 0.08%
34,863
+879
73
$794K 0.08%
4,094
+41
74
$753K 0.07%
7,353
75
$746K 0.07%
1,451
+336
1 2
3
4 5