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
$141M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1.96M
3
+$1.96M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.95M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$1.94M

Top Sells

1
+$7.13M
2
+$2.28M
3
+$2.18M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.05M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.98M

Sector Composition

1 Technology 9%
2 Financials 3.57%
3 Consumer Discretionary 3.15%
4 Industrials 2.95%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.4%
1,401
+758
52
$551K 0.39%
+6,600
53
$545K 0.39%
+1,842
54
$540K 0.38%
2,233
+1,240
55
$481K 0.34%
+1,623
56
$476K 0.34%
+1,881
57
$476K 0.34%
+1,747
58
$469K 0.33%
+3,033
59
$463K 0.33%
1,933
+39
60
$461K 0.33%
+130
61
$428K 0.3%
6,319
62
$422K 0.3%
+7,352
63
$419K 0.3%
4,193
64
$416K 0.3%
+6,967
65
$413K 0.29%
+896
66
$403K 0.29%
1,790
-103
67
$399K 0.28%
+2,477
68
$391K 0.28%
+10,555
69
$386K 0.27%
+9,321
70
$376K 0.27%
+2,344
71
$375K 0.27%
+10,378
72
$374K 0.27%
4,184
+1,235
73
$372K 0.26%
+8,625
74
$367K 0.26%
+4,612
75
$364K 0.26%
+748
1 2
3
4 5