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
101
$404K 0.04%
3,557
-292
102
$396K 0.04%
12,839
-854
103
$394K 0.04%
1,390
104
$388K 0.04%
749
105
$388K 0.04%
4,801
+137
106
$387K 0.04%
2,275
-89
107
$384K 0.04%
2,037
+35
108
$383K 0.04%
1,219
+131
109
$381K 0.04%
2,043
-157
110
$380K 0.04%
939
+181
111
$377K 0.04%
4,273
112
$375K 0.04%
4,890
113
$374K 0.04%
7,077
+1,367
114
$362K 0.04%
1,109
-55
115
$360K 0.04%
1,019
+22
116
$356K 0.04%
1,354
117
$356K 0.04%
2,218
-16
118
$350K 0.04%
1,418
+28
119
$344K 0.04%
12,700
120
$342K 0.04%
3,378
121
$317K 0.03%
4,914
+796
122
$312K 0.03%
1,516
+44
123
$310K 0.03%
3,220
-6
124
$305K 0.03%
3,609
+29
125
$302K 0.03%
2,577
3 4
5
6 7