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
151
$201K 0.02%
+151
152
$201K 0.02%
+3,173
153
$164K 0.02%
12,363
+35
154
– –
-2,048
155
– –
-926
3 4 5 6
7