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
$129M
AUM Growth
+$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$954K
3
+$516K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$393K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$388K

Top Sells

1
+$1.29M
2
+$1.13M
3
+$442K
4
NVDA icon
NVIDIA
NVDA
+$400K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$312K

Sector Composition

1 Technology 5.13%
2 Financials 2.78%
3 Healthcare 2.1%
4 Energy 1.97%
5 Consumer Discretionary 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$763K 0.59%
2,237
27
$718K 0.56%
8,280
-1,190
28
$707K 0.55%
13,525
29
$635K 0.49%
5,545
+151
30
$621K 0.48%
5,456
-902
31
$607K 0.47%
4,198
-679
32
$564K 0.44%
4,710
-443
33
$548K 0.43%
4,175
+391
34
$493K 0.38%
3,391
+41
35
$463K 0.36%
1,887
+202
36
$458K 0.36%
4,746
-23
37
$450K 0.35%
4,193
38
$391K 0.3%
1,887
-1
39
$374K 0.29%
1,574
-42
40
$369K 0.29%
22,014
+2,160
41
$363K 0.28%
2,492
42
$361K 0.28%
783
-2
43
$357K 0.28%
6,319
44
$345K 0.27%
12,036
+773
45
$331K 0.26%
2,457
+66
46
$329K 0.26%
679
-11
47
$321K 0.25%
16,836
-104
48
$304K 0.24%
1,346
+26
49
$283K 0.22%
1,383
+84
50
$283K 0.22%
2,206
+434
1
2
3