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
$219M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.38M
3
+$645K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$601K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$584K

Top Sells

1
+$597K
2
+$534K
3
+$454K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$304K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$303K

Sector Composition

1 Technology 5.32%
2 Consumer Discretionary 2.22%
3 Financials 1.9%
4 Healthcare 1.82%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.1%
+2,481
77
$219K 0.1%
4,371
78
$216K 0.1%
813
79
$215K 0.1%
+652
80
$210K 0.1%
+5,100
81
$203K 0.09%
+1,818
82
$53K 0.02%
24,224
-9,900
83
– –
-2,580
84
– –
-984
85
– –
-14,356
86
– –
-19,014
87
– –
-22,332
88
– –
-22,178
89
– –
-18,225
90
– –
-2,257
91
– –
-7,540
1 2 3
4