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
$539M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$15.8M
3
+$9.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.35M
5
TSLA icon
Tesla
TSLA
+$4.66M

Top Sells

1
+$1.65M
2
+$1.01M
3
+$858K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$575K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$358K

Sector Composition

1 Technology 7.91%
2 Consumer Staples 4.79%
3 Industrials 2.7%
4 Consumer Discretionary 1.92%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$406K 0.08%
2,825
+107
77
$401K 0.07%
1,469
+342
78
$397K 0.07%
+10,145
79
$392K 0.07%
6,634
+524
80
$380K 0.07%
3,265
81
$368K 0.07%
1,637
-100
82
$360K 0.07%
6,506
83
$356K 0.07%
5,648
-1,534
84
$344K 0.06%
+7,861
85
$338K 0.06%
1,072
-42
86
$332K 0.06%
1,194
87
$328K 0.06%
2,132
88
$322K 0.06%
16,903
89
$316K 0.06%
7,582
90
$315K 0.06%
2,029
91
$308K 0.06%
1,563
92
$295K 0.05%
1,710
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93
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2,559
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94
$284K 0.05%
4,973
95
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3,286
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96
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3,570
97
$276K 0.05%
4,273
98
$272K 0.05%
743
+72
99
$268K 0.05%
+6,100
100
$268K 0.05%
4,296
+84
2 3
4
5 6