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
$515M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$5.23M
3
+$4.49M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.57M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.49M

Top Sells

1
+$14.6M
2
+$8.52M
3
+$7.03M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.97M
5
GATX icon
GATX Corp
GATX
+$1.94M

Sector Composition

1 Consumer Staples 4.99%
2 Technology 3.99%
3 Consumer Discretionary 1.88%
4 Financials 0.99%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,142
127
– –
-1,684
128
– –
-3,455
129
– –
-4,161
130
– –
-27,211
131
– –
-1,012
132
– –
-20,548
133
– –
-1,450
134
– –
-22,031
2 3 4 5
6