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
$215M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$1.17M
3 +$1.13M
4
PANW icon
Palo Alto Networks
PANW
+$1.1M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$585K

Top Sells

1 +$1.43M
2 +$1.37M
3 +$1.22M
4
CVX icon
Chevron
CVX
+$1.2M
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
CSX icon
101
CSX Corp
CSX
$68.3B
$357K 0.16%
10,067
+772
IVW icon
102
iShares S&P 500 Growth ETF
IVW
$66.4B
$319K 0.14%
2,641
+1
LOW icon
103
Lowe's Companies
LOW
$136B
$314K 0.14%
1,249
+41
HOOD icon
104
Robinhood
HOOD
$121B
$302K 0.14%
+2,111
BAC icon
105
Bank of America
BAC
$381B
$301K 0.14%
5,827
+173
CPNG icon
106
Coupang
CPNG
$57.8B
$298K 0.13%
+9,241
MP icon
107
MP Materials
MP
$14.7B
$266K 0.12%
+3,970
COIN icon
108
Coinbase
COIN
$88.3B
$256K 0.12%
758
+33
IWF icon
109
iShares Russell 1000 Growth ETF
IWF
$124B
$247K 0.11%
+528
JNJ icon
110
Johnson & Johnson
JNJ
$467B
$240K 0.11%
+1,296
IVV icon
111
iShares Core S&P 500 ETF
IVV
$667B
$239K 0.11%
+357
EOSE icon
112
Eos Energy Enterprises
EOSE
$4.19B
$238K 0.11%
+20,877
APLD icon
113
Applied Digital
APLD
$10B
$237K 0.11%
+10,313
O icon
114
Realty Income
O
$55.4B
$222K 0.1%
+3,646
GRAB icon
115
Grab
GRAB
$23.1B
$221K 0.1%
36,727
+15,522
VLO icon
116
Valero Energy
VLO
$49.8B
$217K 0.1%
+1,274
SNOW icon
117
Snowflake
SNOW
$83.2B
$210K 0.1%
+933
SE icon
118
Sea Limited
SE
$98.1B
$186K 0.08%
+1,042
WMT icon
119
Walmart
WMT
$853B
$156K 0.07%
1,509
+2
CRVS icon
120
Corvus Pharmaceuticals
CRVS
$557M
$101K 0.05%
+13,742
PRME icon
121
Prime Medicine
PRME
$1.1B
$96K 0.04%
+17,332
UPST icon
122
Upstart Holdings
UPST
$4.83B
$50.8K 0.02%
+1,000
ABNB icon
123
Airbnb
ABNB
$77.9B
$27.4K 0.01%
+226
BABA icon
124
Alibaba
BABA
$402B
$18.8K 0.01%
+105
ACHR icon
125
Archer Aviation
ACHR
$7.73B
$11.3K 0.01%
+1,176