SWM
Shelton Wealth Management Portfolio holdings
AUM
$215M
1-Year Est. Return
21.42%
1 Year Est. Return
+21.42%
AUM
$215M
AUM Growth
+$16.3M
(+8.2%)
Holding
151
Top Buys
| 1 | +$1.74M | |
| 2 | +$1.17M | |
| 3 | +$1.13M | |
| 4 |
Palo Alto Networks
PANW
|
+$1.1M |
| 5 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
+$585K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$1.37M | |
| 3 | +$1.22M | |
| 4 |
Chevron
CVX
|
+$1.2M |
| 5 |
Alcon
ALC
|
+$937K |
Sector Composition
| 1 | Technology | 15.23% |
| 2 | Financials | 7.48% |
| 3 | Industrials | 5.67% |
| 4 | Consumer Discretionary | 5.04% |
| 5 | Communication Services | 4.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Advanced Micro Devices
AMD
$353B
| $2.12M | 0.96% |
13,110
-1,422
|
|
||
27
Cameco
CCJ
$38.9B
| $2.06M | 0.93% |
24,595
-1,860
|
|
||
28
Uber
UBER
$188B
| $2.06M | 0.93% |
21,010
+1,216
|
|
||
29
Vertiv
VRT
$68.7B
| $2.03M | 0.92% |
13,462
-1,526
|
|
||
30
Arista Networks
ANET
$162B
| $1.99M | 0.9% |
13,665
-363
|
|
||
31
Nu Holdings
NU
$84.6B
| $1.96M | 0.89% |
122,453
+8,120
|
|
||
32
Mercado Libre
MELI
$107B
| $1.9M | 0.86% |
813
+63
|
|
||
33
Micron Technology
MU
$263B
| $1.87M | 0.85% |
11,174
-1,563
|
|
||
34
Parker-Hannifin
PH
$109B
| $1.87M | 0.85% |
2,465
+97
|
|
||
35
Emerson Electric
EMR
$75.4B
| $1.84M | 0.83% |
14,010
+208
|
|
||
36
iShares Russell 2000 ETF
IWM
$72.4B
| $1.82M | 0.83% |
7,534
-80
|
|
||
37
Apple
AAPL
$4.21T
| $1.82M | 0.82% |
7,156
+152
|
|
||
38
ASML
ASML
$440B
| $1.68M | 0.76% |
1,734
+51
|
|
||
39
Zscaler
ZS
$38.7B
| $1.62M | 0.73% |
5,391
-387
|
|
||
|
40
Palo Alto Networks
PANW
$134B
| $1.61M | 0.73% |
7,931
+5,392
|
|
||
41
Eaton
ETN
$130B
| $1.58M | 0.72% |
4,228
-24
|
|
||
42
EQT Corp
EQT
$38.2B
| $1.57M | 0.71% |
28,901
+3,933
|
|
||
43
JPMorgan Chase
JPM
$849B
| $1.54M | 0.7% |
4,888
-12
|
|
||
44
Canadian Pacific Kansas City
CP
$66.3B
| $1.54M | 0.7% |
20,655
+1,205
|
|
||
45
iShares Core MSCI EAFE ETF
IEFA
$161B
| $1.53M | 0.69% |
17,569
-126
|
|
||
46
VanEck Uranium + Nuclear Energy ETF
NLR
$3.68B
| $1.49M | 0.68% |
11,002
-3,620
|
|
||
47
Visa
V
$640B
| $1.49M | 0.68% |
4,370
+323
|
|
||
48
Halozyme
HALO
$7.7B
| $1.49M | 0.67% |
20,297
+4,101
|
|
||
49
Citigroup
C
$190B
| $1.46M | 0.66% |
14,339
-1,049
|
|
||
50
Jefferies Financial Group
JEF
$12B
| $1.4M | 0.63% |
21,390
+1,084
|
|