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
$951M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.48M
3
+$2.52M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.27M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.69M

Top Sells

1
+$800K
2
+$795K
3
+$626K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$245K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$197K

Sector Composition

1 Technology 3.07%
2 Consumer Staples 1.7%
3 Financials 0.8%
4 Healthcare 0.62%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$705K 0.07%
6,027
77
$702K 0.07%
3,328
+1,084
78
$642K 0.07%
15,805
79
$613K 0.06%
2,586
+23
80
$613K 0.06%
3,780
+216
81
$581K 0.06%
2,291
-115
82
$578K 0.06%
11,728
-2,323
83
$574K 0.06%
1,248
+20
84
$539K 0.06%
1,092
-6
85
$531K 0.06%
11,107
+606
86
$531K 0.06%
4,884
+34
87
$516K 0.05%
977
88
$490K 0.05%
1,004
+77
89
$471K 0.05%
2,277
+137
90
$463K 0.05%
7,137
+178
91
$462K 0.05%
15,005
-1,329
92
$460K 0.05%
1,656
-6
93
$450K 0.05%
2,179
+30
94
$448K 0.05%
6,165
+396
95
$434K 0.05%
1,646
96
$433K 0.05%
1,940
97
$426K 0.04%
745
+7
98
$425K 0.04%
5,416
-267
99
$425K 0.04%
480
100
$410K 0.04%
8,694
+178
2 3
4
5 6