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
$484M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$2.09M
3
+$1.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.76M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.35M

Top Sells

1
+$1.94M
2
+$1.78M
3
+$1.24M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$882K
5
INTU icon
Intuit
INTU
+$454K

Sector Composition

1 Technology 12.65%
2 Industrials 4.1%
3 Consumer Staples 2.32%
4 Consumer Discretionary 1.78%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.08%
671
-33
77
$380K 0.08%
6,506
78
$375K 0.08%
7,582
79
$371K 0.08%
2,134
+24
80
$369K 0.08%
16,903
81
$355K 0.07%
4,273
82
$353K 0.07%
4,973
83
$353K 0.07%
2,029
84
$353K 0.07%
2,378
85
$352K 0.07%
3,772
+21
86
$350K 0.07%
2,260
+13
87
$350K 0.07%
1,263
88
$342K 0.07%
859
89
$335K 0.07%
3,265
90
$332K 0.07%
1,257
91
$329K 0.07%
4,185
+38
92
$327K 0.07%
1,094
-147
93
$322K 0.07%
1,992
-35
94
$321K 0.07%
1,926
95
$311K 0.06%
4,659
96
$309K 0.06%
6,947
97
$309K 0.06%
2,650
98
$305K 0.06%
736
+33
99
$297K 0.06%
1,873
+14
100
$296K 0.06%
789
1 2 3
4
5