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
101
$265K 0.05%
1,221
-42
102
$264K 0.05%
3,456
-276
103
$258K 0.05%
1,241
104
$257K 0.05%
2,378
-47
105
$244K 0.05%
+1,684
106
$244K 0.05%
2,580
+334
107
$242K 0.04%
2,650
108
$241K 0.04%
859
109
$240K 0.04%
900
110
$239K 0.04%
5,685
111
$239K 0.04%
9,358
112
$230K 0.04%
5,673
113
$223K 0.04%
4,161
+2
114
$217K 0.04%
956
115
$216K 0.04%
6,947
116
$211K 0.04%
+8,451
117
$209K 0.04%
4,171
118
$205K 0.04%
+1,450
119
$203K 0.04%
+2,226
120
$203K 0.04%
1,988
-49
121
$203K 0.04%
951
-68
122
$137K 0.03%
+12,287
123
$8K ﹤0.01%
18,724
124
– –
-1,160
125
– –
-780
2 3 4
5
6