SWM

Shelton Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 21.42%
This Quarter Est. Return
1 Year Est. Return
+21.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.5M
3
+$10.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$8.79M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$8.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.26%
2 Financials 3.09%
3 Healthcare 2.06%
4 Energy 1.33%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$671K 0.53%
+4,264
27
$648K 0.51%
+9,740
28
$614K 0.48%
+4,269
29
$595K 0.47%
+2,234
30
$592K 0.47%
+6,661
31
$564K 0.44%
+5,231
32
$554K 0.44%
+3,496
33
$478K 0.38%
+3,300
34
$460K 0.36%
+10,332
35
$457K 0.36%
+6,319
36
$451K 0.35%
+4,738
37
$445K 0.35%
+1,323
38
$437K 0.34%
+17,028
39
$435K 0.34%
+1,048
40
$425K 0.33%
+1,423
41
$403K 0.32%
+18,511
42
$391K 0.31%
+1,281
43
$358K 0.28%
+1,384
44
$343K 0.27%
+3,188
45
$338K 0.27%
+1,558
46
$337K 0.27%
+1,853
47
$336K 0.26%
+5,563
48
$320K 0.25%
+1,905
49
$317K 0.25%
+2,567
50
$308K 0.24%
+3,678
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