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
76
$345K 0.08%
1,241
+59
77
$340K 0.08%
6,141
+333
78
$339K 0.08%
4,273
79
$335K 0.08%
1,308
80
$327K 0.08%
4,147
+16
81
$321K 0.08%
3,265
82
$319K 0.08%
+10,759
83
$314K 0.07%
903
+30
84
$309K 0.07%
1,988
+135
85
$306K 0.07%
2,062
+11
86
$304K 0.07%
1,257
-65
87
$304K 0.07%
859
88
$298K 0.07%
1,926
89
$286K 0.07%
6,947
+391
90
$286K 0.07%
2,118
+62
91
$285K 0.07%
2,029
92
$275K 0.07%
3,751
+16
93
$267K 0.06%
5,673
+63
94
$264K 0.06%
5,851
95
$260K 0.06%
4,629
+220
96
$254K 0.06%
956
97
$244K 0.06%
+1,420
98
$244K 0.06%
766
+53
99
$243K 0.06%
2,046
+41
100
$238K 0.06%
+900
1 2 3
4
5