WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+0.01%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$451M
AUM Growth
+$451M
(+7.7%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
7.4%
Top 10 Holdings %
Top 10 Hldgs %
72%
Holding
117
New
5
Increased
27
Reduced
22
Closed
3
Top Buys
Top Sells
| 1 |
Robert Half
RHI
|
$2.11M |
| 2 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
$383K |
| 3 |
BPFH
Boston Private Financial Holdings, Inc.
BPFH
|
$184K |
| 4 |
GE Aerospace
GE
|
$149K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$132K |
Sector Composition
| 1 | Technology | 11.84% |
| 2 | Industrials | 3.94% |
| 3 | Consumer Staples | 2.01% |
| 4 | Consumer Discretionary | 1.73% |
| 5 | Healthcare | 1.21% |
