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
$127M
AUM Growth
-$306K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$1.7M
3 +$1.28M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$965K
5
VHT icon
Vanguard Health Care ETF
VHT
+$937K

Sector Composition

1 Technology 5.32%
2 Financials 3.12%
3 Healthcare 2.12%
4 Energy 2.08%
5 Materials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,653