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
$179M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$996K
3 +$976K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$625K
5
AAPL icon
Apple
AAPL
+$326K

Top Sells

1 +$1.67M
2 +$1.64M
3 +$823K
4
SSBI icon
Summit State Bank
SSBI
+$324K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$249K

Sector Composition

1 Technology 4.71%
2 Consumer Discretionary 2.02%
3 Financials 1.71%
4 Healthcare 1.7%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-23,067
77
-9,974