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
$183M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.69M
3
+$1.63M
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.62M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.59M

Top Sells

1
+$4.37M
2
+$3.29M
3
+$2.76M
4
ASPN icon
Aspen Aerogels
ASPN
+$1.18M
5
ARM icon
Arm
ARM
+$1.05M

Sector Composition

1 Technology 12.02%
2 Financials 6.93%
3 Industrials 5.58%
4 Consumer Discretionary 4.9%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$893K 0.46%
+22,199
77
$892K 0.46%
1,155
+422
78
$891K 0.46%
+3,928
79
$861K 0.45%
4,550
-5,559
80
$856K 0.44%
1,924
+381
81
$834K 0.43%
7,756
+9
82
$768K 0.4%
3,035
+275
83
$768K 0.4%
12,325
-114
84
$742K 0.38%
13,770
+2,034
85
$688K 0.36%
9,029
+2,996
86
$656K 0.34%
11,517
+3,110
87
$653K 0.34%
+1,560
88
$553K 0.29%
6,332
-50,005
89
$544K 0.28%
3,345
+13
90
$518K 0.27%
4,222
+165
91
$476K 0.25%
6,319
92
$448K 0.23%
1,767
-453
93
$437K 0.23%
+5,000
94
$436K 0.23%
898
95
$393K 0.2%
4,359
+273
96
$367K 0.19%
2,203
+5
97
$358K 0.19%
+886
98
$349K 0.18%
554
+6
99
$324K 0.17%
834
+20
100
$304K 0.16%
2,993
+1
2 3
4
5 6