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
$176M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$950K
3
+$841K
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$799K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$778K

Top Sells

1
+$1.25M
2
+$1.11M
3
+$890K
4
LDOS icon
Leidos
LDOS
+$800K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$794K

Sector Composition

1 Technology 11.08%
2 Financials 6.39%
3 Industrials 5.57%
4 Communication Services 4.79%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.58%
12,437
+947
52
$1.05M 0.57%
7,376
+1,277
53
$1.05M 0.57%
6,146
+776
54
$1.04M 0.56%
4,927
+125
55
$1.03M 0.56%
1,457
+193
56
$1.03M 0.56%
5,007
-11
57
$1.01M 0.55%
1,765
+140
58
$997K 0.54%
17,412
-121
59
$976K 0.53%
15,860
-1,858
60
$965K 0.52%
15,415
+1,801
61
$964K 0.52%
1,157
+233
62
$950K 0.52%
+2,867
63
$927K 0.5%
7,446
+1,484
64
$924K 0.5%
18,510
+3,285
65
$923K 0.5%
3,637
+68
66
$908K 0.49%
7,747
-916
67
$907K 0.49%
5,257
+127
68
$900K 0.49%
12,109
+1,187
69
$893K 0.48%
30,728
+4,153
70
$858K 0.47%
16,653
+1,584
71
$841K 0.46%
+3,504
72
$799K 0.43%
1,543
+115
73
$793K 0.43%
19,040
+8,560
74
$788K 0.43%
4,861
+42
75
$785K 0.43%
1,586
+13
1 2
3
4 5