WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
-3.92%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$498M
AUM Growth
+$498M
(+2.9%)
Cap. Flow
+$36M
Cap. Flow
% of AUM
7.24%
Top 10 Holdings %
Top 10 Hldgs %
71.83%
Holding
124
New
2
Increased
26
Reduced
38
Closed
6
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$19.4M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$4.45M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$3.04M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.69M |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.41M |
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$2.13M |
| 2 |
Vanguard Total Bond Market
BND
|
$429K |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$326K |
| 4 |
Amazon
AMZN
|
$270K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$265K |
Sector Composition
| 1 | Technology | 10.75% |
| 2 | Industrials | 4.14% |
| 3 | Consumer Staples | 2.27% |
| 4 | Consumer Discretionary | 1.54% |
| 5 | Financials | 1.18% |
