SWM

Shelton Wealth Management Portfolio holdings

AUM $229M
1-Year Est. Return 23.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$1.65M
3
+$1.63M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.6M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$1.57M

Top Sells

1
+$4.6M
2
+$2.74M
3
+$2.57M
4
ASPN icon
Aspen Aerogels
ASPN
+$1.18M
5
ARM icon
Arm
ARM
+$1.05M

Sector Composition

1 Technology 12.02%
2 Financials 6.93%
3 Industrials 5.58%
4 Consumer Discretionary 4.9%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.9%
7,442
-3
27
$1.58M 0.86%
18,546
+437
28
$1.54M 0.84%
13,112
-1,061
29
$1.48M 0.81%
9,027
+1,563
30
$1.46M 0.8%
12,092
+1,414
31
$1.46M 0.8%
13,214
+350
32
$1.45M 0.79%
851
+53
33
$1.4M 0.76%
19,853
-2,647
34
$1.38M 0.75%
+19,060
35
$1.36M 0.74%
4,292
+69
36
$1.36M 0.74%
3,218
+17
37
$1.32M 0.72%
4,693
+740
38
$1.28M 0.7%
2,814
-145
39
$1.28M 0.7%
24,833
-1,989
40
$1.26M 0.69%
5,428
+171
41
$1.24M 0.68%
1,957
+70
42
$1.24M 0.68%
22,684
-6,902
43
$1.24M 0.68%
1,788
+631
44
$1.23M 0.68%
+19,665
45
$1.23M 0.67%
5,805
-330
46
$1.22M 0.67%
13,640
-930
47
$1.2M 0.66%
5,006
+79
48
$1.19M 0.65%
16,400
+3,963
49
$1.18M 0.65%
4,362
-813
50
$1.18M 0.65%
10,398
-2,914
1
2
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