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
151
$215K 0.02%
+3,173
152
$211K 0.02%
7,819
153
$208K 0.02%
2,044
-1,902
154
$201K 0.02%
8,584
+83
155
$26.4K ﹤0.01%
+15,320
156
-544