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
$602M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$21.9M
3
+$14.1M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.8M
5
AVSD icon
Avantis Responsible International Equity ETF
AVSD
+$4.53M

Top Sells

1
+$15M
2
+$5.61M
3
+$3.96M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.9M
5
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$1.68M

Sector Composition

1 Technology 3.26%
2 Consumer Staples 1.6%
3 Financials 0.91%
4 Consumer Discretionary 0.84%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.07%
1,168
-10
77
$443K 0.07%
2,413
78
$411K 0.07%
6,634
79
$404K 0.07%
12,700
80
$400K 0.07%
1,294
-392
81
$392K 0.07%
3,019
-246
82
$389K 0.06%
6,413
-6,517
83
$385K 0.06%
1,637
84
$384K 0.06%
2,125
-592
85
$378K 0.06%
1,086
+14
86
$360K 0.06%
4,302
-258
87
$357K 0.06%
+3,684
88
$352K 0.06%
2,132
89
$341K 0.06%
+8,284
90
$338K 0.06%
2,524
-662
91
$336K 0.06%
3,383
-73
92
$335K 0.06%
+13,457
93
$321K 0.05%
5,542
94
$320K 0.05%
1,932
-97
95
$320K 0.05%
5,685
-120
96
$319K 0.05%
1,194
97
$319K 0.05%
1,563
98
$317K 0.05%
4,696
+423
99
$296K 0.05%
7,582
100
$292K 0.05%
+2,629
2 3
4
5 6