WCWM

Willow Creek Wealth Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 8.24%
This Quarter Est. Return
1 Year Est. Return
+8.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$823K
3
+$669K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$556K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$538K

Top Sells

1
+$15.2M
2
+$3.51M
3
+$312K
4
META icon
Meta Platforms (Facebook)
META
+$248K
5
AAPL icon
Apple
AAPL
+$201K

Sector Composition

1 Technology 12.59%
2 Consumer Discretionary 2.4%
3 Healthcare 1.74%
4 Consumer Staples 1.42%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.13%
652
52
$283K 0.13%
5,756
+1
53
$275K 0.12%
2,079
-75
54
$268K 0.12%
16,903
-4,747
55
$267K 0.12%
+4,897
56
$262K 0.12%
3,265
-307
57
$259K 0.12%
1,451
58
$254K 0.11%
3,456
-140
59
$253K 0.11%
854
60
$252K 0.11%
1,402
61
$248K 0.11%
804
-65
62
$246K 0.11%
2,056
-80
63
$245K 0.11%
1,081
-1,093
64
$245K 0.11%
6,138
65
$239K 0.11%
+1,114
66
$230K 0.1%
6,376
67
$229K 0.1%
+4,273
68
$223K 0.1%
+4,371
69
$221K 0.1%
+4,119
70
$221K 0.1%
+1,348
71
$219K 0.1%
+3,590
72
$217K 0.1%
+2,381
73
$210K 0.09%
2,228
-145
74
$207K 0.09%
+1,500
75
$207K 0.09%
+7,730
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3
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