WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
-0.25%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$879M
AUM Growth
+$879M
(+2.8%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
56.93%
Holding
156
New
3
Increased
64
Reduced
53
Closed
7
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$4.85M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$3.17M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.59M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$2.5M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$2.36M |
Top Sells
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Consumer Staples | 1.85% |
| 3 | Financials | 0.77% |
| 4 | Communication Services | 0.61% |
| 5 | Healthcare | 0.6% |
