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
101
$282K 0.05%
4,301
+5
102
$276K 0.05%
1,585
-125
103
$271K 0.05%
3,124
-210
104
$269K 0.04%
1,221
105
$268K 0.04%
5,676
+3
106
$267K 0.04%
10,106
+1,416
107
$263K 0.04%
2,650
108
$262K 0.04%
3,224
+493
109
$261K 0.04%
1,241
110
$260K 0.04%
10,258
111
$250K 0.04%
743
112
$245K 0.04%
1,647
113
$238K 0.04%
7,189
+242
114
$238K 0.04%
2,378
115
$237K 0.04%
+2,029
116
$236K 0.04%
956
117
$230K 0.04%
+9,267
118
$230K 0.04%
+2,177
119
$229K 0.04%
+2,697
120
$229K 0.04%
859
121
$226K 0.04%
2,045
-816
122
$221K 0.04%
16,903
123
$221K 0.04%
789
-1,328
124
$215K 0.04%
+682
125
$212K 0.04%
+147
2 3 4
5
6