WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
-4.6%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$515M
AUM Growth
+$515M
(-4.4%)
Cap. Flow
+$6.57M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
69.98%
Holding
134
New
11
Increased
44
Reduced
20
Closed
16
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$8.75M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$5.23M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$4.49M |
| 4 |
Tesla
TSLA
|
$3.77M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$3.57M |
Top Sells
| 1 |
Apple
AAPL
|
$14.6M |
| 2 |
Robert Half
RHI
|
$8.52M |
| 3 |
KLA
KLAC
|
$7.03M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$5.97M |
| 5 |
GATX Corp
GATX
|
$1.94M |
Sector Composition
| 1 | Consumer Staples | 4.99% |
| 2 | Technology | 3.99% |
| 3 | Consumer Discretionary | 1.88% |
| 4 | Financials | 0.99% |
| 5 | Healthcare | 0.95% |
