WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+3.94%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$648M
AUM Growth
+$648M
(+7.6%)
Cap. Flow
+$25.4M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
65.54%
Holding
135
New
4
Increased
53
Reduced
29
Closed
3
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$3.23M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$2.46M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
$2M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.83M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.72M |
Top Sells
Sector Composition
| 1 | Technology | 3.84% |
| 2 | Consumer Staples | 1.6% |
| 3 | Consumer Discretionary | 0.87% |
| 4 | Financials | 0.78% |
| 5 | Healthcare | 0.72% |
