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
$167M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.29M
3
+$1.29M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.29M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.28M

Top Sells

1
+$1.35M
2
+$1.35M
3
+$1.18M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$902K

Sector Composition

1 Technology 11.24%
2 Financials 6.08%
3 Industrials 4.97%
4 Communication Services 4.47%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$950K 0.54%
15,069
+4,225
52
$945K 0.54%
924
+22
53
$944K 0.54%
+14,645
54
$927K 0.53%
+23,886
55
$923K 0.52%
18,762
+5,720
56
$918K 0.52%
17,533
-507
57
$905K 0.51%
11,490
+3,789
58
$898K 0.51%
26,575
+10,371
59
$896K 0.51%
1,772
+482
60
$890K 0.5%
20,190
+5,663
61
$884K 0.5%
5,018
+1,700
62
$882K 0.5%
17,718
+4,640
63
$864K 0.49%
+13,614
64
$859K 0.49%
+10,480
65
$853K 0.48%
1,264
+329
66
$824K 0.47%
5,130
-2,220
67
$819K 0.46%
1,625
+365
68
$807K 0.46%
+9,323
69
$800K 0.45%
5,481
+619
70
$793K 0.45%
+1,428
71
$782K 0.44%
3,315
-436
72
$741K 0.42%
3,569
+1,062
73
$740K 0.42%
15,225
+2,308
74
$728K 0.41%
12,439
+274
75
$711K 0.4%
1,573
+286
1 2
3
4 5