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
$855M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.08M
3
+$2.57M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.56M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.21M

Top Sells

1
+$1.29M
2
+$724K
3
+$631K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$384K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$273K

Sector Composition

1 Technology 2.94%
2 Consumer Staples 1.66%
3 Financials 0.82%
4 Healthcare 0.66%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.03%
1,481
127
$283K 0.03%
739
+66
128
$283K 0.03%
+9,842
129
$281K 0.03%
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-33
130
$266K 0.03%
7,010
-1,114
131
$260K 0.03%
2,843
-470
132
$253K 0.03%
1,472
+16
133
$248K 0.03%
3,877
+110
134
$247K 0.03%
2,622
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135
$247K 0.03%
1,292
136
$247K 0.03%
2,862
137
$244K 0.03%
494
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138
$241K 0.03%
2,071
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139
$239K 0.03%
4,118
140
$229K 0.03%
789
141
$225K 0.03%
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142
$220K 0.03%
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143
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144
$219K 0.03%
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145
$215K 0.03%
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146
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2,378
147
$211K 0.02%
747
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148
$206K 0.02%
+1,413
149
$203K 0.02%
4,171
150
$202K 0.02%
+7,819
3 4 5
6
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