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
$167M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.29M
3
+$1.29M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.29M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.28M

Top Sells

1
+$1.35M
2
+$1.35M
3
+$1.18M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$902K

Sector Composition

1 Technology 11.24%
2 Financials 6.08%
3 Industrials 4.97%
4 Communication Services 4.47%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.87%
7,580
-42
27
$1.51M 0.86%
3,717
+449
28
$1.5M 0.85%
9,271
+1,169
29
$1.44M 0.82%
7,195
-563
30
$1.44M 0.81%
6,821
-824
31
$1.4M 0.79%
3,133
-219
32
$1.33M 0.75%
810
+276
33
$1.31M 0.74%
28,763
-3,865
34
$1.25M 0.71%
8,250
+1,716
35
$1.22M 0.69%
12,491
+8,424
36
$1.2M 0.68%
3,995
+1,041
37
$1.13M 0.64%
+87,674
38
$1.12M 0.64%
+13,509
39
$1.11M 0.63%
+10,132
40
$1.1M 0.63%
+2,327
41
$1.07M 0.61%
+31,919
42
$1.06M 0.6%
12,112
-864
43
$1.06M 0.6%
+1,349
44
$1.06M 0.6%
267
+83
45
$1.03M 0.59%
5,370
+1,360
46
$1.02M 0.58%
+10,922
47
$998K 0.57%
+6,099
48
$997K 0.57%
8,663
+4,470
49
$991K 0.56%
3,776
+622
50
$971K 0.55%
4,802
-750
1
2
3 4 5