WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+5.82%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$602M
AUM Growth
+$602M
(+17%)
Cap. Flow
+$60.8M
Cap. Flow
% of AUM
10.1%
Top 10 Holdings %
Top 10 Hldgs %
67.31%
Holding
140
New
22
Increased
33
Reduced
47
Closed
9
Top Buys
Top Sells
| 1 |
Costco
COST
|
$15M |
| 2 |
Tesla
TSLA
|
$5.61M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.96M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$3.9M |
| 5 |
Avantis Responsible US Equity ETF
AVSU
|
$1.68M |
Sector Composition
| 1 | Technology | 3.26% |
| 2 | Consumer Staples | 1.6% |
| 3 | Financials | 0.91% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Healthcare | 0.78% |
