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
$175M
AUM Growth
-$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$2.93M
3
+$904K
4
MNDY icon
monday.com
MNDY
+$889K
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$823K

Top Sells

1
+$6.5M
2
+$2.16M
3
+$1.13M
4
ON icon
ON Semiconductor
ON
+$951K
5
VKTX icon
Viking Therapeutics
VKTX
+$893K

Sector Composition

1 Technology 10.69%
2 Financials 7.15%
3 Industrials 5.23%
4 Communication Services 4.39%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.56%
14,561
-1,839
52
$1.02M 0.55%
2,906
+92
53
$1.01M 0.55%
14,254
-1,770
54
$1.01M 0.55%
10,013
-1,271
55
$1.01M 0.55%
18,559
+13
56
$1.01M 0.55%
1,749
-135
57
$999K 0.54%
1,210
+55
58
$994K 0.54%
3,039
-283
59
$986K 0.54%
21,878
-1,665
60
$972K 0.53%
7,432
-228
61
$970K 0.53%
17,714
-1,951
62
$927K 0.5%
5,538
+110
63
$923K 0.5%
7,764
+8
64
$918K 0.5%
10,075
+1,326
65
$904K 0.49%
16,139
-1,284
66
$904K 0.49%
+10,400
67
$897K 0.49%
20,420
-2,264
68
$889K 0.48%
+3,657
69
$880K 0.48%
1,105
-56
70
$879K 0.48%
11,349
-1,865
71
$857K 0.47%
25,848
+19,188
72
$856K 0.47%
3,735
-193
73
$823K 0.45%
+11,227
74
$821K 0.45%
3,503
-803
75
$816K 0.44%
1,494
-78
1 2
3
4 5