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
$1.03B
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.96M
3
+$3.74M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.31M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.23M

Top Sells

1
+$1.66M
2
+$1.5M
3
+$256K
4
TSLA icon
Tesla
TSLA
+$242K
5
ETN icon
Eaton
ETN
+$236K

Sector Composition

1 Technology 2.87%
2 Consumer Staples 1.66%
3 Financials 0.85%
4 Communication Services 0.47%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$735K 0.07%
6,614
77
$716K 0.07%
14,355
+2,627
78
$699K 0.07%
1,248
79
$661K 0.06%
3,987
-55
80
$650K 0.06%
2,931
+345
81
$649K 0.06%
102,500
82
$639K 0.06%
15,805
83
$607K 0.06%
5,805
-222
84
$595K 0.06%
1,086
+1
85
$558K 0.05%
1,047
-176
86
$534K 0.05%
1,887
-305
87
$531K 0.05%
8,438
+565
88
$526K 0.05%
5,995
+1,194
89
$518K 0.05%
4,917
+33
90
$516K 0.05%
11,410
+303
91
$489K 0.05%
1,891
+245
92
$482K 0.05%
2,277
93
$467K 0.05%
4,890
94
$452K 0.04%
1,854
+5
95
$435K 0.04%
928
96
$430K 0.04%
15,284
+655
97
$423K 0.04%
5,329
-87
98
$414K 0.04%
5,925
99
$399K 0.04%
2,664
-3
100
$393K 0.04%
682
2 3
4
5 6