WCWM
Willow Creek Wealth Management Portfolio holdings
AUM $1.11B
This Quarter Return
+0.27%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$1.03B
AUM Growth
+$46M (+5%)
Cap. Flow
+$46.3M
Cap. Flow % of AUM
4.51%
Top 10 Holdings %Top 10 Hldgs %
56.08%
Holding
161
New
8
Increased
80
Reduced
33
Closed
6
Top Buys
1 | $4.49M | |
2 | $3.96M | |
3 | $3.74M | |
4 | $3.31M | |
5 | $3.23M |
Top Sells
1 | $1.66M | |
2 | $1.5M | |
3 | $256K | |
4 | $242K | |
5 | $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% |