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
51
$568K 0.14%
2,521
-187
52
$528K 0.13%
2,164
+6
53
$511K 0.12%
6,565
+32
54
$509K 0.12%
+1,012
55
$472K 0.11%
+17,169
56
$464K 0.11%
16,903
57
$456K 0.11%
1,066
58
$430K 0.1%
2,140
59
$425K 0.1%
1,163
+39
60
$417K 0.1%
3,732
61
$412K 0.1%
7,582
62
$410K 0.1%
2,132
+31
63
$408K 0.1%
15,676
+830
64
$400K 0.1%
1,681
+61
65
$395K 0.09%
2,248
+102
66
$395K 0.09%
2,378
+5
67
$393K 0.09%
671
68
$388K 0.09%
5,608
+45
69
$386K 0.09%
6,158
+400
70
$383K 0.09%
6,690
71
$371K 0.09%
1,563
+15
72
$368K 0.09%
6,110
73
$365K 0.09%
4,973
74
$352K 0.08%
1,194
75
$349K 0.08%
6,506
+130
1 2
3
4 5