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
126
$299K 0.03%
1,037
-362
127
$291K 0.03%
758
+10
128
$290K 0.03%
+5,726
129
$290K 0.03%
6,743
-2,232
130
$281K 0.03%
1,092
-206
131
$279K 0.03%
9,842
132
$278K 0.03%
2,383
-230
133
$276K 0.03%
1,481
134
$267K 0.03%
510
+1
135
$261K 0.03%
+3,307
136
$259K 0.03%
2,862
137
$259K 0.03%
2,645
-163
138
$256K 0.03%
5,170
+186
139
$248K 0.02%
3,503
-106
140
$248K 0.02%
1,046
+3
141
$239K 0.02%
6,838
142
$236K 0.02%
789
143
$231K 0.02%
4,171
144
$226K 0.02%
2,731
145
$223K 0.02%
2,722
+66
146
$219K 0.02%
7,924
-2
147
$217K 0.02%
233
+1
148
$214K 0.02%
2,219
149
$209K 0.02%
+3,283
150
$207K 0.02%
+308
3 4 5
6
7