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
$258M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.56M
3
+$1.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$935K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$721K

Top Sells

1
+$219K
2
+$187K
3
+$74K
4
BND icon
Vanguard Total Bond Market
BND
+$61.4K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$43.6K

Sector Composition

1 Technology 0.35%
2 Consumer Staples 0.26%
3 Industrials 0.25%
4 Energy 0.21%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.4%
5,060
-82
27
$821K 0.32%
7,411
-25
28
$817K 0.32%
6,806
+8
29
$801K 0.31%
41,523
+315
30
$660K 0.26%
5,693
-7
31
$638K 0.25%
10,224
-282
32
$552K 0.21%
7,264
+2,499
33
$448K 0.17%
3,268
-20
34
$446K 0.17%
3,883
-15
35
$400K 0.16%
4,438
-6
36
$358K 0.14%
2,051
37
$341K 0.13%
12,896
38
$337K 0.13%
1,581
39
$330K 0.13%
3,026
40
$314K 0.12%
19,644
41
$283K 0.11%
10,718
42
$275K 0.11%
759
43
$270K 0.1%
19,067
44
$238K 0.09%
1,732
45
$229K 0.09%
7,706
46
$217K 0.08%
3,767
-40
47
$209K 0.08%
2,681
48
$185K 0.07%
14,991
49
– –
-3,254
1
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