WCWM
Willow Creek Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+4.65%
1 Year Return
+8.24%
3 Year Return
+24.62%
5 Year Return
+21.25%
10 Year Return
+83.7%
AUM
$1.11B
AUM Growth
+$1.11B
(+8.3%)
Cap. Flow
+$42.6M
Cap. Flow
% of AUM
3.84%
Top 10 Holdings %
Top 10 Hldgs %
54.8%
Holding
169
New
14
Increased
78
Reduced
44
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$4.08M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$3.75M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$3.72M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$3.54M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$3.06M |
Top Sells
Sector Composition
| 1 | Technology | 2.87% |
| 2 | Consumer Staples | 1.57% |
| 3 | Financials | 0.8% |
| 4 | Communication Services | 0.52% |
| 5 | Industrials | 0.46% |
