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
$451M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$2.64M
3
+$2.32M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.61M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.53M

Top Sells

1
+$2.11M
2
+$383K
3
+$184K
4
GE icon
GE Aerospace
GE
+$149K
5
TIP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361K 0.08%
6,600
+459
77
$353K 0.08%
4,973
78
$349K 0.08%
2,378
79
$339K 0.08%
6,506
80
$339K 0.08%
1,241
81
$334K 0.07%
4,273
82
$323K 0.07%
4,147
83
$322K 0.07%
1,263
-45
84
$317K 0.07%
2,110
+48
85
$307K 0.07%
2,029
86
$307K 0.07%
859
87
$304K 0.07%
1,859
-129
88
$304K 0.07%
1,257
89
$300K 0.07%
2,650
90
$295K 0.07%
6,947
91
$295K 0.07%
4,659
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92
$295K 0.07%
3,751
93
$295K 0.07%
3,265
94
$289K 0.06%
1,760
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95
$289K 0.06%
+3,921
96
$280K 0.06%
1,926
97
$264K 0.06%
5,673
98
$259K 0.06%
762
-141
99
$244K 0.05%
4,572
-57
100
$242K 0.05%
5,851
1 2 3
4
5