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
$855M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.08M
3
+$2.57M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.56M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.21M

Top Sells

1
+$1.29M
2
+$724K
3
+$631K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$384K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$273K

Sector Composition

1 Technology 2.94%
2 Consumer Staples 1.66%
3 Financials 0.82%
4 Healthcare 0.66%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.74M 0.9%
304,087
-2,200
27
$6.74M 0.79%
73,472
+13,335
28
$6.72M 0.79%
66,681
+14,682
29
$6.25M 0.73%
72,226
+3,472
30
$5.24M 0.61%
205,168
+43,747
31
$5.15M 0.6%
103,235
-91
32
$4.75M 0.56%
96,747
+762
33
$4.72M 0.55%
147,815
-2,908
34
$4.46M 0.52%
129,685
+49,791
35
$4.09M 0.48%
165,399
-15,538
36
$3.73M 0.44%
92,707
-3,258
37
$3.57M 0.42%
58,054
-1,442
38
$3.47M 0.41%
127,486
+870
39
$3.44M 0.4%
102,202
+32,971
40
$3.35M 0.39%
341,926
+4,202
41
$2.54M 0.3%
41,835
+65
42
$2.54M 0.3%
4,363
-10
43
$2.43M 0.28%
75,518
+19,094
44
$2.36M 0.28%
3,635
-55
45
$2.35M 0.27%
107,994
46
$2.25M 0.26%
36,166
-59
47
$1.94M 0.23%
32,892
-2
48
$1.93M 0.23%
3,661
-185
49
$1.91M 0.22%
12,566
+53
50
$1.87M 0.22%
12,416
+837
1
2
3 4 5