SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+2.35%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$223M
AUM Growth
+$223M
(+5.8%)
Cap. Flow
+$7.62M
Cap. Flow
% of AUM
3.42%
Top 10 Holdings %
Top 10 Hldgs %
75.75%
Holding
43
New
–
Increased
17
Reduced
15
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.04M |
| 2 |
Vanguard S&P 500 Value ETF
VOOV
|
$1.03M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$876K |
| 4 |
Vanguard Total Bond Market
BND
|
$775K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$751K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$189K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$113K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$91.7K |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$28.3K |
| 5 |
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% |
