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
126
$210K 0.03%
+2,046
127
$208K 0.03%
+4,118
128
$202K 0.03%
+765
129
$202K 0.03%
+4,171
130
$200K 0.03%
+378
131
$143K 0.02%
12,287
132
– –
-5,673
133
– –
-15,111
134
– –
-628
135
– –
-5,255
136
– –
-21,135
137
– –
-10,154
138
– –
-4,981
139
– –
-8,451
140
– –
-18,724
2 3 4 5
6