SWM

Shelton Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.22M
3
+$1.03M
4
MRVL icon
Marvell Technology
MRVL
+$990K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$584K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.2M
4
AVGO icon
Broadcom
AVGO
+$1.13M
5
ALC icon
Alcon
ALC
+$937K

Sector Composition

1 Technology 15.23%
2 Financials 7.48%
3 Industrials 5.67%
4 Consumer Discretionary 5.04%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.99%
13,110
-1,422
27
$2.06M 0.96%
24,595
-1,860
28
$2.06M 0.96%
21,010
+1,216
29
$2.03M 0.95%
13,462
-1,526
30
$1.99M 0.93%
13,665
-363
31
$1.96M 0.91%
122,453
+8,120
32
$1.9M 0.88%
813
+63
33
$1.87M 0.87%
11,174
-1,563
34
$1.87M 0.87%
2,465
+97
35
$1.84M 0.86%
14,010
+208
36
$1.82M 0.85%
7,534
-80
37
$1.82M 0.85%
7,156
+152
38
$1.68M 0.78%
1,734
+51
39
$1.62M 0.75%
5,391
-387
40
$1.61M 0.75%
7,931
+5,392
41
$1.58M 0.74%
4,228
-24
42
$1.57M 0.73%
28,901
+3,933
43
$1.54M 0.72%
4,888
-12
44
$1.54M 0.72%
20,655
+1,205
45
$1.53M 0.71%
17,569
-126
46
$1.49M 0.7%
11,002
-3,620
47
$1.49M 0.69%
4,370
+323
48
$1.49M 0.69%
20,297
+4,101
49
$1.46M 0.68%
14,339
-1,049
50
$1.4M 0.65%
21,390
+1,084
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