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
$951M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.48M
3
+$2.52M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.27M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.69M

Top Sells

1
+$800K
2
+$795K
3
+$626K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$245K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$197K

Sector Composition

1 Technology 3.07%
2 Consumer Staples 1.7%
3 Financials 0.8%
4 Healthcare 0.62%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$302K 0.03%
8,417
-291
127
$299K 0.03%
2,461
+43
128
$297K 0.03%
1,481
129
$297K 0.03%
508
+17
130
$297K 0.03%
9,842
131
$294K 0.03%
3,537
132
$290K 0.03%
1,313
133
$287K 0.03%
789
134
$280K 0.03%
2,873
-47
135
$279K 0.03%
7,042
136
$275K 0.03%
2,862
137
$273K 0.03%
2,619
138
$260K 0.03%
1,667
+19
139
$259K 0.03%
1,043
-200
140
$249K 0.03%
6,838
141
$241K 0.03%
+1,621
142
$240K 0.03%
4,171
143
$236K 0.02%
711
144
$234K 0.02%
+769
145
$228K 0.02%
+4,489
146
$225K 0.02%
+1,290
147
$222K 0.02%
2,656
-1,487
148
$222K 0.02%
148
149
$220K 0.02%
2,219
150
$218K 0.02%
+4,623
3 4 5
6
7