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
101
$383K 0.04%
+2,125
102
$383K 0.04%
3,131
-87
103
$382K 0.04%
491
+11
104
$379K 0.04%
751
105
$376K 0.04%
8,513
-220
106
$376K 0.04%
2,158
-54
107
$368K 0.04%
4,890
108
$359K 0.04%
4,273
-265
109
$354K 0.04%
+3,934
110
$354K 0.04%
1,020
+26
111
$353K 0.04%
8,354
+572
112
$348K 0.04%
1,159
113
$343K 0.04%
1,190
114
$342K 0.04%
1,390
-125
115
$338K 0.04%
696
-5
116
$331K 0.04%
3,378
117
$329K 0.04%
4,121
118
$329K 0.04%
1,371
-105
119
$324K 0.04%
2,313
-9
120
$317K 0.04%
1,243
+87
121
$313K 0.04%
1,205
-51
122
$305K 0.04%
2,219
+2
123
$292K 0.03%
1,649
-53
124
$289K 0.03%
3,537
-136
125
$286K 0.03%
+5,710
3 4
5
6 7