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
$175M
AUM Growth
-$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$2.93M
3
+$904K
4
MNDY icon
monday.com
MNDY
+$889K
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$823K

Top Sells

1
+$6.5M
2
+$2.16M
3
+$1.13M
4
ON icon
ON Semiconductor
ON
+$951K
5
VKTX icon
Viking Therapeutics
VKTX
+$893K

Sector Composition

1 Technology 10.69%
2 Financials 7.15%
3 Industrials 5.23%
4 Communication Services 4.39%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.81%
7,461
+19
27
$1.46M 0.79%
4,164
-128
28
$1.46M 0.79%
9,124
+97
29
$1.44M 0.78%
5,407
+344
30
$1.44M 0.78%
5,424
-597
31
$1.34M 0.73%
13,089
+997
32
$1.3M 0.71%
6,570
+253
33
$1.29M 0.7%
17,752
-1,308
34
$1.23M 0.67%
119,792
+18,286
35
$1.22M 0.67%
3,260
+42
36
$1.2M 0.65%
1,971
+14
37
$1.19M 0.65%
1,278
-86
38
$1.17M 0.64%
4,809
+116
39
$1.16M 0.63%
4,739
-267
40
$1.16M 0.63%
4,105
+259
41
$1.16M 0.63%
27,735
+261
42
$1.16M 0.63%
37,305
-2,376
43
$1.13M 0.62%
4,325
-37
44
$1.08M 0.59%
11,405
-198
45
$1.08M 0.59%
1,628
-160
46
$1.06M 0.58%
1,992
-91
47
$1.05M 0.57%
10,773
-1,196
48
$1.05M 0.57%
27,714
+1,584
49
$1.04M 0.57%
25,360
+527
50
$1.03M 0.56%
224
+1
1
2
3 4 5