SWM
Shelton Wealth Management Portfolio holdings
AUM
$229M
1-Year Est. Return
23.89%
This Fund
S&P 500
1 Year Est. Return
+23.89%
AUM
$229M
AUM Growth
+$14.5M
(+6.8%)
Holding
149
Top Buys
| 1 | +$1.62M | |
| 2 | +$1.27M | |
| 3 | +$1.21M | |
| 4 |
Astera Labs
ALAB
|
+$862K |
| 5 |
Walt Disney
DIS
|
+$831K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$1.06M | |
| 3 | +$1.03M | |
| 4 |
monday.com
MNDY
|
+$841K |
| 5 |
Uber
UBER
|
+$749K |
Sector Composition
| 1 | Technology | 14.88% |
| 2 | Financials | 8.33% |
| 3 | Industrials | 6% |
| 4 | Communication Services | 4.98% |
| 5 | Consumer Discretionary | 4.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cameco
CCJ
$52.4B
| $2.37M | 1.03% |
25,906
+1,311
|
|
||
27
Parker-Hannifin
PH
$125B
| $2.27M | 0.99% |
2,583
+118
|
|
||
28
Microsoft
MSFT
$3.01T
| $2.26M | 0.99% |
4,682
+283
|
|
||
29
Vertiv
VRT
$96.1B
| $2.24M | 0.98% |
13,832
+370
|
|
||
30
iShares Core S&P Small-Cap ETF
IJR
$95.9B
| $2.23M | 0.97% |
18,537
-232
|
|
||
31
Nu Holdings
NU
$72.7B
| $2.17M | 0.95% |
129,632
+7,179
|
|
||
32
Emerson Electric
EMR
$81.6B
| $2.02M | 0.88% |
15,244
+1,234
|
|
||
33
Apple
AAPL
$3.85T
| $2.01M | 0.88% |
7,402
+246
|
|
||
34
ASML
ASML
$539B
| $1.95M | 0.85% |
1,820
+86
|
|
||
35
Arista Networks
ANET
$169B
| $1.88M | 0.82% |
14,383
+718
|
|
||
36
iShares Russell 2000 ETF
IWM
$74.1B
| $1.84M | 0.8% |
7,465
-69
|
|
||
37
Mercado Libre
MELI
$89.7B
| $1.79M | 0.78% |
891
+78
|
|
||
38
Citigroup
C
$195B
| $1.78M | 0.78% |
15,288
+949
|
|
||
39
JPMorgan Chase
JPM
$807B
| $1.69M | 0.74% |
5,246
+358
|
|
||
40
EQT Corp
EQT
$38.3B
| $1.69M | 0.74% |
31,442
+2,541
|
|
||
41
Twilio
TWLO
$18.6B
| $1.66M | 0.73% |
11,691
+824
|
|
||
42
Visa
V
$616B
| $1.66M | 0.72% |
4,721
+351
|
|
||
43
Palo Alto Networks
PANW
$129B
| $1.58M | 0.69% |
8,593
+662
|
|
||
44
iShares Core MSCI EAFE ETF
IEFA
$176B
| $1.55M | 0.68% |
17,334
-235
|
|
||
45
Constellation Energy
CEG
$117B
| $1.51M | 0.66% |
4,282
+300
|
|
||
46
Transmedics
TMDX
$5.05B
| $1.45M | 0.63% |
11,885
+1,449
|
|
||
47
Eli Lilly
LLY
$896B
| $1.44M | 0.63% |
1,339
+68
|
|
||
48
Eaton
ETN
$138B
| $1.44M | 0.63% |
4,514
+286
|
|
||
49
CBRE Group
CBRE
$41.8B
| $1.44M | 0.63% |
8,932
+873
|
|
||
50
Jefferies Financial Group
JEF
$9.22B
| $1.43M | 0.62% |
23,078
+1,688
|
|