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
$175M
AUM Growth
-$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$2.93M
3
+$904K
4
MNDY icon
monday.com
MNDY
+$889K
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$823K

Top Sells

1
+$6.5M
2
+$2.16M
3
+$1.13M
4
ON icon
ON Semiconductor
ON
+$951K
5
VKTX icon
Viking Therapeutics
VKTX
+$893K

Sector Composition

1 Technology 10.69%
2 Financials 7.15%
3 Industrials 5.23%
4 Communication Services 4.39%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$814K 0.44%
2,995
+28
77
$784K 0.43%
14,639
-226
78
$782K 0.43%
13,940
+170
79
$743K 0.4%
13,583
+471
80
$739K 0.4%
2,982
-53
81
$734K 0.4%
1,576
+16
82
$734K 0.4%
+20,480
83
$729K 0.4%
3,618
-1,077
84
$704K 0.38%
4,550
85
$699K 0.38%
11,977
-348
86
$698K 0.38%
8,611
+4,252
87
$679K 0.37%
5,157
-8,586
88
$673K 0.37%
9,328
-1,070
89
$657K 0.36%
10,447
-1,070
90
$542K 0.29%
4,227
+5
91
$504K 0.27%
+4,152
92
$486K 0.26%
3,347
+2
93
$455K 0.25%
5,000
94
$451K 0.25%
6,319
95
$402K 0.22%
899
+1
96
$377K 0.21%
555
+1
97
$333K 0.18%
2,173
+9
98
$309K 0.17%
2,208
+5
99
$295K 0.16%
16,207
-32,613
100
$282K 0.15%
1,208
2 3
4
5 6