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
$855M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.08M
3
+$2.57M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.56M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.21M

Top Sells

1
+$1.29M
2
+$724K
3
+$631K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$384K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$273K

Sector Composition

1 Technology 2.94%
2 Consumer Staples 1.66%
3 Financials 0.82%
4 Healthcare 0.66%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$608K 0.07%
15,805
77
$593K 0.07%
5,367
78
$586K 0.07%
2,563
79
$569K 0.07%
3,598
-329
80
$565K 0.07%
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+1
81
$537K 0.06%
1,116
+19
82
$519K 0.06%
4,822
+2,645
83
$507K 0.06%
2,451
-220
84
$492K 0.06%
16,334
+20
85
$481K 0.06%
1,145
-355
86
$471K 0.06%
7,507
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87
$471K 0.06%
979
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88
$469K 0.05%
3,553
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89
$449K 0.05%
2,241
+95
90
$443K 0.05%
2,158
-189
91
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10,501
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92
$430K 0.05%
5,963
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93
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952
94
$422K 0.05%
12,708
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95
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1,667
+11
96
$411K 0.05%
1,646
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97
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13,693
+1,101
98
$401K 0.05%
1,948
+9
99
$396K 0.05%
2,260
+219
100
$391K 0.05%
5,769
2 3
4
5 6