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
$198M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.58M
3
+$1.35M
4
FOUR icon
Shift4
FOUR
+$1.35M
5
TDG icon
TransDigm Group
TDG
+$1.35M

Top Sells

1
+$2.03M
2
+$1.99M
3
+$1.19M
4
FDX icon
FedEx
FDX
+$1.17M
5
SLB icon
SLB Ltd
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
$1.92M 0.97%
14,988
+5,660
27
$1.89M 0.95%
5,385
-39
28
$1.85M 0.93%
19,794
+16,049
29
$1.84M 0.93%
+13,802
30
$1.82M 0.92%
18,734
+982
31
$1.81M 0.91%
5,778
-792
32
$1.65M 0.83%
2,368
+397
33
$1.64M 0.83%
7,614
+153
34
$1.63M 0.82%
14,622
+3,395
35
$1.57M 0.79%
12,737
+2,337
36
$1.57M 0.79%
114,333
-5,459
37
$1.54M 0.78%
19,450
+4,889
38
$1.53M 0.77%
+15,442
39
$1.52M 0.76%
4,252
+1,257
40
$1.48M 0.74%
17,695
-2,059
41
$1.48M 0.74%
5,354
-184
42
$1.46M 0.73%
+958
43
$1.46M 0.73%
+24,968
44
$1.44M 0.72%
7,004
-59
45
$1.44M 0.72%
4,047
-117
46
$1.44M 0.72%
14,028
+2,679
47
$1.43M 0.72%
+25,509
48
$1.43M 0.72%
+20,292
49
$1.42M 0.72%
4,900
+161
50
$1.37M 0.69%
+7,013
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