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
$515M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$5.23M
3
+$4.49M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.57M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.49M

Top Sells

1
+$14.6M
2
+$8.52M
3
+$7.03M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.97M
5
GATX icon
GATX Corp
GATX
+$1.94M

Sector Composition

1 Consumer Staples 4.99%
2 Technology 3.99%
3 Consumer Discretionary 1.88%
4 Financials 0.99%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$408K 0.08%
10,154
+9
77
$379K 0.07%
3,265
78
$375K 0.07%
1,637
79
$372K 0.07%
5,255
80
$367K 0.07%
6,634
81
$366K 0.07%
6,506
82
$360K 0.07%
12,700
83
$358K 0.07%
4,560
+990
84
$333K 0.06%
3,186
+627
85
$330K 0.06%
2,132
86
$314K 0.06%
3,334
+754
87
$307K 0.06%
1,194
88
$305K 0.06%
1,072
89
$303K 0.06%
2,029
90
$294K 0.06%
1,563
91
$291K 0.06%
3,456
92
$282K 0.05%
5,542
+569
93
$280K 0.05%
1,710
94
$277K 0.05%
7,582
95
$272K 0.05%
5,805
+120
96
$266K 0.05%
4,273
97
$259K 0.05%
+5,673
98
$259K 0.05%
10,258
+900
99
$253K 0.05%
1,221
100
$252K 0.05%
+13,172
2 3
4
5 6