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
$951M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.48M
3
+$2.52M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.27M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.69M

Top Sells

1
+$800K
2
+$795K
3
+$626K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$245K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$197K

Sector Composition

1 Technology 3.07%
2 Consumer Staples 1.7%
3 Financials 0.8%
4 Healthcare 0.62%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.2%
32,890
-2
52
$1.85M 0.19%
65,693
-1,928
53
$1.73M 0.18%
4,600
54
$1.69M 0.18%
3,917
-79
55
$1.56M 0.16%
36,924
+82
56
$1.43M 0.15%
28,663
+6,724
57
$1.41M 0.15%
7,447
58
$1.3M 0.14%
4,737
+18
59
$1.3M 0.14%
27,440
60
$1.14M 0.12%
10,324
-1,787
61
$1.1M 0.12%
43,602
+733
62
$1.03M 0.11%
9,547
63
$1.01M 0.11%
5,905
64
$981K 0.1%
7,807
-292
65
$924K 0.1%
7,679
66
$909K 0.1%
407,620
+134,213
67
$891K 0.09%
5,143
-175
68
$888K 0.09%
4,679
69
$803K 0.08%
4,053
-36
70
$800K 0.08%
7,358
+49
71
$776K 0.08%
102,500
72
$762K 0.08%
32,018
+46
73
$741K 0.08%
6,630
+47
74
$726K 0.08%
7,634
75
$726K 0.08%
1,264
+6
1 2
3
4 5