WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
-9.86%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$539M
AUM Growth
+$539M
(+8.4%)
Cap. Flow
+$93.4M
Cap. Flow
% of AUM
17.32%
Top 10 Holdings %
Top 10 Hldgs %
70.28%
Holding
134
New
16
Increased
43
Reduced
23
Closed
11
Top Buys
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$38.6M |
| 2 |
Costco
COST
|
$15.8M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$9.85M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$7.35M |
| 5 |
Tesla
TSLA
|
$4.66M |
Top Sells
Sector Composition
| 1 | Technology | 7.91% |
| 2 | Consumer Staples | 4.79% |
| 3 | Industrials | 2.7% |
| 4 | Consumer Discretionary | 1.92% |
| 5 | Healthcare | 1.14% |
