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
$419M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$15.4M
3
+$12M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$8.28M
5
KLAC icon
KLA
KLAC
+$7.14M

Top Sells

1
+$227K
2
+$207K
3
+$155K
4
CSCO icon
Cisco
CSCO
+$99.6K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$81.5K

Sector Composition

1 Technology 13.36%
2 Industrials 4.47%
3 Consumer Staples 1.94%
4 Consumer Discretionary 1.7%
5 Financials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.06%
+789
102
$236K 0.06%
2,650
103
$235K 0.06%
3,173
104
$230K 0.05%
4,371
105
$223K 0.05%
+161
106
$223K 0.05%
1,003
107
$218K 0.05%
8,358
108
$217K 0.05%
+1,160
109
$215K 0.05%
+5,685
110
$184K 0.04%
12,500
111
$149K 0.04%
2,224
+47
112
$38K 0.01%
24,224
1 2 3 4
5