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
$180M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$245K
3
+$235K
4
XOM icon
Exxon Mobil
XOM
+$209K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$30.4K

Top Sells

1
+$3.42M
2
+$1.89M
3
+$1.77M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$705K

Sector Composition

1 Consumer Staples 0.32%
2 Technology 0.24%
3 Consumer Discretionary 0.18%
4 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$629K 0.35%
6,452
-753
27
$569K 0.32%
4,758
28
$539K 0.3%
3,582
-2,304
29
$509K 0.28%
8,826
+346
30
$496K 0.28%
4,029
-13
31
$448K 0.25%
25,530
-1,713
32
$425K 0.24%
2,088
+76
33
$350K 0.19%
12,440
+1,082
34
$323K 0.18%
4,383
+100
35
$282K 0.16%
2,315
36
$267K 0.15%
19,067
37
$245K 0.14%
+8,905
38
$235K 0.13%
+1,223
39
$220K 0.12%
13,492
-30,672
40
$209K 0.12%
+4,664
41
$178K 0.1%
14,991
1
2