SWM
Shelton Wealth Management Portfolio holdings
AUM
$215M
1-Year Est. Return
21.42%
1 Year Est. Return
+21.42%
AUM
$198M
AUM Growth
+$23.6M
(+14%)
Holding
151
Top Buys
| 1 | +$2.07M | |
| 2 | +$1.84M | |
| 3 | +$1.53M | |
| 4 |
Uber
UBER
|
+$1.5M |
| 5 |
TransDigm Group
TDG
|
+$1.46M |
Top Sells
| 1 | +$2.07M | |
| 2 | +$2M | |
| 3 | +$1.19M | |
| 4 |
FedEx
FDX
|
+$1.17M |
| 5 |
SLB Limited
SLB
|
+$1.16M |
Sector Composition
| 1 | Technology | 15.72% |
| 2 | Financials | 7.28% |
| 3 | Industrials | 5.5% |
| 4 | Consumer Discretionary | 4.52% |
| 5 | Communication Services | 4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vertiv
VRT
$66.4B
| $1.92M | 0.93% |
14,988
+5,660
|
|
||
27
Applovin
APP
$203B
| $1.89M | 0.91% |
5,385
-39
|
|
||
|
28
Uber
UBER
$192B
| $1.85M | 0.89% |
19,794
+16,049
|
|
||
29
Emerson Electric
EMR
$72.8B
| $1.84M | 0.89% |
+13,802
|
|
||
30
Lam Research
LRCX
$178B
| $1.82M | 0.88% |
18,734
+982
|
|
||
31
Zscaler
ZS
$47.5B
| $1.81M | 0.87% |
5,778
-792
|
|
||
32
Parker-Hannifin
PH
$92.8B
| $1.65M | 0.8% |
2,368
+397
|
|
||
33
iShares Russell 2000 ETF
IWM
$69.9B
| $1.64M | 0.79% |
7,614
+153
|
|
||
34
VanEck Uranium + Nuclear Energy ETF
NLR
$3.24B
| $1.63M | 0.78% |
14,622
+3,395
|
|
||
35
Micron Technology
MU
$227B
| $1.57M | 0.76% |
12,737
+2,337
|
|
||
36
Nu Holdings
NU
$72.5B
| $1.57M | 0.76% |
114,333
-5,459
|
|
||
37
Canadian Pacific Kansas City
CP
$70.2B
| $1.54M | 0.74% |
19,450
+4,889
|
|
||
38
Shift4
FOUR
$5.07B
| $1.53M | 0.74% |
+15,442
|
|
||
39
Eaton
ETN
$145B
| $1.52M | 0.73% |
4,252
+1,257
|
|
||
40
iShares Core MSCI EAFE ETF
IEFA
$157B
| $1.48M | 0.71% |
17,695
-2,059
|
|
||
41
Broadcom
AVGO
$1.65T
| $1.48M | 0.71% |
5,354
-184
|
|
||
|
42
TransDigm Group
TDG
$71.3B
| $1.46M | 0.7% |
+958
|
|
||
43
EQT Corp
EQT
$33.7B
| $1.46M | 0.7% |
+24,968
|
|
||
44
Apple
AAPL
$3.74T
| $1.44M | 0.69% |
7,004
-59
|
|
||
45
Visa
V
$664B
| $1.44M | 0.69% |
4,047
-117
|
|
||
46
Arista Networks
ANET
$180B
| $1.44M | 0.69% |
14,028
+2,679
|
|
||
47
Chipotle Mexican Grill
CMG
$56.1B
| $1.43M | 0.69% |
+25,509
|
|
||
48
Microchip Technology
MCHP
$35.2B
| $1.43M | 0.69% |
+20,292
|
|
||
49
JPMorgan Chase
JPM
$810B
| $1.42M | 0.68% |
4,900
+161
|
|
||
50
Cloudflare
NET
$73.2B
| $1.37M | 0.66% |
+7,013
|
|