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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.5M
3
+$10.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$8.79M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$8.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.26%
2 Financials 3.09%
3 Healthcare 2.06%
4 Energy 1.33%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$300K 0.24%
+1,374
52
$300K 0.24%
+1,181
53
$296K 0.23%
+1,109
54
$295K 0.23%
+12,403
55
$277K 0.22%
+779
56
$265K 0.21%
+1,056
57
$258K 0.2%
+1,056
58
$258K 0.2%
+4,484
59
$243K 0.19%
+1,611
60
$240K 0.19%
+1,341
61
$236K 0.19%
+1,928
62
$235K 0.18%
+2,704
63
$233K 0.18%
+1,653
64
$227K 0.18%
+5,301
65
$226K 0.18%
+771
66
$225K 0.18%
+3,601
67
$217K 0.17%
+1,401
68
$214K 0.17%
+1,249
69
$212K 0.17%
+13,000
70
$206K 0.16%
+678
71
$202K 0.16%
+3,307
1 2
3