WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+1.75%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$419M
AUM Growth
+$419M
(+54%)
Cap. Flow
+$141M
Cap. Flow
% of AUM
33.66%
Top 10 Holdings %
Top 10 Hldgs %
73.54%
Holding
112
New
18
Increased
52
Reduced
13
Closed
–
Top Buys
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$67.2M |
| 2 |
Apple
AAPL
|
$15.4M |
| 3 |
Robert Half
RHI
|
$12M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$8.28M |
| 5 |
KLA
KLAC
|
$7.14M |
Top Sells
| 1 |
Costco
COST
|
$227K |
| 2 |
Intuit
INTU
|
$207K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$155K |
| 4 |
Cisco
CSCO
|
$99.6K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$81.5K |
Sector Composition
| 1 | Technology | 13.36% |
| 2 | Industrials | 4.47% |
| 3 | Consumer Staples | 1.94% |
| 4 | Consumer Discretionary | 1.7% |
| 5 | Financials | 1.31% |
