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
$981M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$7.06M
3
+$6.92M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.62M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.36M

Top Sells

1
+$4.46M
2
+$4.04M
3
+$267K
4
VTV icon
Vanguard Value ETF
VTV
+$225K
5
MTD icon
Mettler-Toledo International
MTD
+$222K

Sector Composition

1 Technology 3.14%
2 Consumer Staples 1.69%
3 Financials 0.81%
4 Communication Services 0.59%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$201K 0.02%
4,171
152
$201K 0.02%
2,656
153
$16.1K ﹤0.01%
15,320
154
– –
-7,819
155
– –
-8,584
156
– –
-2,044
157
– –
-148
158
– –
-3,173
159
– –
-1,290
3 4 5 6
7