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
$223M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$15.2M
2 +$3.51M
3 +$312K
4
META icon
Meta Platforms (Facebook)
META
+$248K
5
AAPL icon
Apple
AAPL
+$201K

Sector Composition

1 Technology 12.59%
2 Consumer Discretionary 2.4%
3 Healthcare 1.74%
4 Consumer Staples 1.42%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.09%
+1,296
77
$202K 0.09%
+5,685
78
$86K 0.04%
24,224
79
-38,306