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
$419M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$15.4M
3
+$12M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$8.28M
5
KLAC icon
KLA
KLAC
+$7.14M

Top Sells

1
+$227K
2
+$207K
3
+$155K
4
CSCO icon
Cisco
CSCO
+$99.6K
5
IWF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.44%
4,277
+26
27
$1.83M 0.44%
8,326
+6,274
28
$1.82M 0.43%
+20,548
29
$1.7M 0.4%
7,445
-207
30
$1.61M 0.39%
13,220
-80
31
$1.53M 0.36%
29,150
+630
32
$1.35M 0.32%
4,975
-300
33
$1.27M 0.3%
10,120
+140
34
$1.22M 0.29%
36,986
35
$1.15M 0.28%
10,949
-18
36
$1.15M 0.27%
+3,252
37
$1.04M 0.25%
4,446
+65
38
$805K 0.19%
8,152
39
$804K 0.19%
26,601
+10,778
40
$803K 0.19%
12,700
41
$791K 0.19%
4,988
+10
42
$782K 0.19%
2,886
+96
43
$781K 0.19%
14,540
+210
44
$711K 0.17%
24,327
+8,212
45
$684K 0.16%
+3,142
46
$634K 0.15%
7,656
-54
47
$625K 0.15%
5,530
-270
48
$596K 0.14%
3,851
49
$585K 0.14%
14,482
-366
50
$579K 0.14%
3,514
+175
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2
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