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
$183M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.69M
3
+$1.63M
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.62M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.59M

Top Sells

1
+$4.37M
2
+$3.29M
3
+$2.76M
4
ASPN icon
Aspen Aerogels
ASPN
+$1.18M
5
ARM icon
Arm
ARM
+$1.05M

Sector Composition

1 Technology 12.02%
2 Financials 6.93%
3 Industrials 5.58%
4 Consumer Discretionary 4.9%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.6%
14,865
-995
52
$1.16M 0.6%
23,543
-2,380
53
$1.15M 0.6%
+39,681
54
$1.14M 0.59%
6,317
+171
55
$1.13M 0.58%
16,024
+609
56
$1.12M 0.58%
5,063
+56
57
$1.11M 0.57%
223
-111
58
$1.1M 0.57%
1,884
+119
59
$1.08M 0.56%
+3,322
60
$1.08M 0.56%
+48,820
61
$1.07M 0.55%
11,969
+5,237
62
$1.07M 0.55%
+17,423
63
$1.05M 0.54%
+27,474
64
$1.05M 0.54%
101,506
+4,993
65
$1.05M 0.54%
4,695
+200
66
$1.01M 0.52%
+8,749
67
$1.01M 0.52%
11,284
+2,457
68
$1.01M 0.52%
7,660
+214
69
$995K 0.51%
26,130
+7,620
70
$985K 0.51%
11,603
+4,471
71
$985K 0.51%
2,967
+100
72
$951K 0.49%
+15,076
73
$944K 0.49%
2,083
-1,681
74
$922K 0.48%
3,846
+209
75
$900K 0.47%
1,572
-14
1 2
3
4 5