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
$167M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.29M
3
+$1.29M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.29M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.28M

Top Sells

1
+$1.35M
2
+$1.35M
3
+$1.18M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$902K

Sector Composition

1 Technology 11.24%
2 Financials 6.08%
3 Industrials 4.97%
4 Communication Services 4.47%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$704K 0.4%
+4,819
77
$685K 0.39%
2,661
+523
78
$673K 0.38%
2,530
-201
79
$670K 0.38%
5,804
-1,763
80
$603K 0.34%
7,829
+655
81
$597K 0.34%
6,705
+1,622
82
$583K 0.33%
644
+73
83
$580K 0.33%
+7,229
84
$553K 0.31%
2,761
-88
85
$531K 0.3%
5,962
+1,786
86
$508K 0.29%
1,834
-54
87
$493K 0.28%
3,914
-1,484
88
$485K 0.27%
+2,300
89
$471K 0.27%
+8,725
90
$468K 0.27%
10,744
-4,932
91
$455K 0.26%
+3,074
92
$430K 0.24%
10,261
+1,853
93
$428K 0.24%
519
-41
94
$419K 0.24%
897
-18
95
$411K 0.23%
2,004
+385
96
$386K 0.22%
6,319
97
$374K 0.21%
+7,634
98
$364K 0.21%
3,930
+92
99
$310K 0.18%
2,192
+8
100
$297K 0.17%
892
-1,620
2 3
4
5 6