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
$209M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.74M
3
+$1.69M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.59M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$1.46M

Top Sells

1
+$2.38M
2
+$1.47M
3
+$1.27M
4
PG icon
Procter & Gamble
PG
+$531K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$278K

Sector Composition

1 Technology 4.26%
2 Consumer Discretionary 2.63%
3 Financials 1.77%
4 Healthcare 1.58%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.11%
+830
77
$218K 0.1%
1,455
78
$209K 0.1%
+1,081
79
$208K 0.1%
5,340
+10
80
$207K 0.1%
+1,119
81
$205K 0.1%
+7,075
82
$49K 0.02%
34,124
1 2 3
4