SWM

Shelton Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.22M
3
+$1.03M
4
MRVL icon
Marvell Technology
MRVL
+$990K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$584K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.2M
4
AVGO icon
Broadcom
AVGO
+$1.13M
5
ALC icon
Alcon
ALC
+$937K

Sector Composition

1 Technology 15.23%
2 Financials 7.48%
3 Industrials 5.67%
4 Consumer Discretionary 5.04%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.64%
5,755
+523
52
$1.37M 0.64%
10,248
+704
53
$1.33M 0.62%
5,135
+33
54
$1.31M 0.61%
997
+39
55
$1.31M 0.61%
3,982
-120
56
$1.28M 0.6%
5,960
-1,053
57
$1.27M 0.59%
8,059
-50
58
$1.26M 0.59%
16,341
+899
59
$1.26M 0.59%
1,712
-52
60
$1.24M 0.58%
6,715
+645
61
$1.21M 0.56%
1,518
-113
62
$1.18M 0.55%
5,475
-25
63
$1.17M 0.55%
+10,436
64
$1.14M 0.53%
3,428
+299
65
$1.13M 0.53%
+13,454
66
$1.13M 0.53%
20,792
-906
67
$1.1M 0.51%
2,972
+242
68
$1.09M 0.51%
56,614
-54
69
$1.09M 0.51%
10,867
+284
70
$1.08M 0.5%
25,578
+2,006
71
$1.06M 0.49%
27,110
+1,601
72
$1.05M 0.49%
4,266
+608
73
$1.05M 0.49%
3,520
+61
74
$1.02M 0.48%
26,128
-52
75
$1.02M 0.48%
10,212
-456
1 2
3
4 5