SWM

Shelton Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.22M
3
+$1.03M
4
MRVL icon
Marvell Technology
MRVL
+$990K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$584K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.2M
4
AVGO icon
Broadcom
AVGO
+$1.13M
5
ALC icon
Alcon
ALC
+$937K

Sector Composition

1 Technology 15.23%
2 Financials 7.48%
3 Industrials 5.67%
4 Consumer Discretionary 5.04%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$998K 0.46%
1,985
77
$985K 0.46%
34,433
+4,523
78
$970K 0.45%
1,271
+77
79
$958K 0.45%
15,662
+880
80
$868K 0.4%
1,828
+111
81
$841K 0.39%
4,342
+264
82
$769K 0.36%
11,789
+970
83
$708K 0.33%
3,458
+60
84
$672K 0.31%
9,936
-39
85
$624K 0.29%
2,220
+4
86
$588K 0.27%
545
-18
87
$575K 0.27%
4,351
-2
88
$556K 0.26%
4,931
-2,843
89
$549K 0.26%
1,664
-3,690
90
$546K 0.25%
2,225
+1,291
91
$510K 0.24%
10,692
+452
92
$495K 0.23%
4,412
+237
93
$490K 0.23%
6,069
+4,039
94
$447K 0.21%
896
+4
95
$424K 0.2%
2,960
-123
96
$419K 0.2%
6,319
97
$417K 0.19%
16,087
98
$399K 0.19%
+4,365
99
$391K 0.18%
2,193
+10
100
$362K 0.17%
603
+529
2 3
4
5 6