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
101
$393K 0.04%
2,063
+87
102
$392K 0.04%
2,179
103
$391K 0.04%
12,804
+184
104
$389K 0.04%
3,592
+1,154
105
$387K 0.04%
7,613
+229
106
$385K 0.04%
2,231
+13
107
$379K 0.04%
459
-11
108
$376K 0.04%
1,877
-125
109
$372K 0.04%
4,141
-29
110
$367K 0.04%
1,154
+45
111
$361K 0.04%
1,177
-42
112
$354K 0.03%
+10,346
113
$348K 0.03%
4,090
-216
114
$346K 0.03%
5,746
115
$341K 0.03%
930
+1
116
$340K 0.03%
1,660
+4
117
$334K 0.03%
3,378
118
$329K 0.03%
1,391
+1
119
$318K 0.03%
1,019
+2
120
$316K 0.03%
1,269
+4
121
$315K 0.03%
7,544
+558
122
$312K 0.03%
1,516
123
$304K 0.03%
973
+204
124
$303K 0.03%
3,073
-271
125
$303K 0.03%
2,549
+15
3 4
5
6 7