SCM

Stordahl Capital Management Portfolio holdings

AUM $476M
1-Year Est. Return 10.31%
This Quarter Est. Return
1 Year Est. Return
+10.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.03M
3
+$876K
4
BND icon
Vanguard Total Bond Market
BND
+$775K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$751K

Top Sells

1
+$189K
2
+$113K
3
+$91.7K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$28.3K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$22.3K

Sector Composition

1 Energy 0.29%
2 Technology 0.23%
3 Industrials 0.22%
4 Consumer Staples 0.17%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$878K 0.39%
8,255
-35
27
$716K 0.32%
10,914
-432
28
$647K 0.29%
7,817
29
$469K 0.21%
4,157
+48
30
$371K 0.17%
4,758
-88
31
$342K 0.15%
11,142
+3,781
32
$310K 0.14%
3,026
-12
33
$297K 0.13%
5,892
+110
34
$295K 0.13%
1,581
35
$287K 0.13%
2,909
36
$259K 0.12%
1,403
37
$255K 0.11%
759
38
$254K 0.11%
19,067
39
$242K 0.11%
1,751
40
$231K 0.1%
1,732
41
$223K 0.1%
4,571
42
$218K 0.1%
2,607
43
$179K 0.08%
15,246
1
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