SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+15.22%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(+11%)
Cap. Flow
-$11.6M
Cap. Flow
% of AUM
-6.44%
Top 10 Holdings %
Top 10 Hldgs %
82.98%
Holding
41
New
3
Increased
5
Reduced
28
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$676K |
| 2 |
Nuveen ESG Small-Cap ETF
NUSC
|
$245K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$235K |
| 4 |
Exxon Mobil
XOM
|
$209K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$30.4K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.42M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.89M |
| 3 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$1.77M |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
$1.43M |
| 5 |
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% |
