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
$141M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1.96M
3
+$1.96M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.95M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$1.94M

Top Sells

1
+$7.13M
2
+$2.28M
3
+$2.18M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.05M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.98M

Sector Composition

1 Technology 9%
2 Financials 3.57%
3 Consumer Discretionary 3.15%
4 Industrials 2.95%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361K 0.26%
621
-14
77
$347K 0.25%
+979
78
$341K 0.24%
+14,226
79
$341K 0.24%
1,531
+186
80
$333K 0.24%
+4,216
81
$333K 0.24%
+3,074
82
$332K 0.24%
+4,253
83
$326K 0.23%
+494
84
$317K 0.22%
+5,499
85
$304K 0.22%
+521
86
$303K 0.22%
2,492
87
$297K 0.21%
+730
88
$288K 0.2%
15,879
-843
89
$283K 0.2%
+1,777
90
$282K 0.2%
3,922
+928
91
$280K 0.2%
8,321
-2,989
92
$277K 0.2%
+527
93
$275K 0.2%
3,666
+6
94
$273K 0.19%
3,022
+56
95
$272K 0.19%
+328
96
$269K 0.19%
776
+13
97
$264K 0.19%
+301
98
$246K 0.17%
+2,101
99
$240K 0.17%
8,658
+282
100
$235K 0.17%
5,357
-1,271
1 2 3
4
5