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
$602M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$21.9M
3
+$14.1M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.8M
5
AVSD icon
Avantis Responsible International Equity ETF
AVSD
+$4.53M

Top Sells

1
+$15M
2
+$5.61M
3
+$3.96M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.9M
5
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$1.68M

Sector Composition

1 Technology 3.26%
2 Consumer Staples 1.6%
3 Financials 0.91%
4 Consumer Discretionary 0.84%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 0.73%
79,938
+50,811
27
$3.9M 0.65%
47,243
+10,256
28
$3.6M 0.6%
70,430
29
$3.59M 0.6%
147,699
+45,941
30
$3.35M 0.56%
152,371
-9,641
31
$2.85M 0.47%
131,488
+47,080
32
$2.54M 0.42%
55,579
-36,709
33
$2.33M 0.39%
4,232
-21
34
$2.29M 0.38%
103,061
-34,051
35
$2.06M 0.34%
64,776
+7,664
36
$2.03M 0.34%
28,201
-55,063
37
$1.9M 0.31%
37,055
-347
38
$1.75M 0.29%
53,383
+20,154
39
$1.65M 0.27%
202,000
40
$1.59M 0.26%
32,880
-4,103
41
$1.56M 0.26%
14,654
-2,254
42
$1.53M 0.25%
7,445
43
$1.51M 0.25%
3,932
+284
44
$1.44M 0.24%
3,693
45
$1.19M 0.2%
273,407
46
$1.19M 0.2%
28,810
-36,669
47
$1.16M 0.19%
41,024
-54,678
48
$1.1M 0.18%
12,423
-6,123
49
$1.07M 0.18%
4,975
50
$1.06M 0.18%
47,472
+34,300
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