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
$216M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.4M
3
+$1.3M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.29M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$862K

Top Sells

1
+$1.62M
2
+$501K
3
+$500K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$258K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$208K

Sector Composition

1 Technology 4.11%
2 Consumer Discretionary 2.86%
3 Financials 1.8%
4 Healthcare 1.68%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.1%
+2,580
77
$220K 0.1%
1,455
78
$217K 0.1%
4,844
79
$215K 0.1%
1,119
80
$211K 0.1%
2,993
-169
81
$209K 0.1%
1,171
+90
82
$208K 0.1%
7,125
+50
83
$203K 0.09%
+4,371
84
$201K 0.09%
+813
85
$62K 0.03%
34,124
86
– –
-5,340
1 2 3
4