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
$199M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$474K
3
+$83.1K
4
CVX icon
Chevron
CVX
+$80.1K
5
VB icon
Vanguard Small-Cap ETF
VB
+$68.4K

Top Sells

1
+$6.03M
2
+$4.26M
3
+$1.94M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.29M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.12M

Sector Composition

1 Technology 7.89%
2 Consumer Discretionary 2.41%
3 Healthcare 1.51%
4 Consumer Staples 1.49%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-7,537
80
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81
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-7,472
82
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-1,348
83
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-1,455
1 2 3
4