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
$798M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.77M
3
+$7.98M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$5.06M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$4.69M

Top Sells

1
+$9.79M
2
+$1.29M
3
+$1.14M
4
AVSE icon
Avantis Responsible Emerging Markets Equity ETF
AVSE
+$748K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$661K

Sector Composition

1 Technology 3.56%
2 Consumer Staples 1.63%
3 Financials 0.79%
4 Healthcare 0.61%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.03%
+1,702
127
$241K 0.03%
789
128
$238K 0.03%
+7,432
129
$238K 0.03%
802
-2
130
$236K 0.03%
2,322
+9
131
$236K 0.03%
2,177
132
$233K 0.03%
2,650
133
$233K 0.03%
673
-125
134
$232K 0.03%
4,118
135
$230K 0.03%
926
-232
136
$229K 0.03%
3,767
-304
137
$222K 0.03%
+2,048
138
$222K 0.03%
2,218
+8
139
$219K 0.03%
+1,456
140
$217K 0.03%
+2,378
141
$214K 0.03%
+2,862
142
$211K 0.03%
+1,292
143
$207K 0.03%
4,171
144
$203K 0.03%
+5,858
145
$150K 0.02%
12,328
-34
2 3 4 5
6