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
$141M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1.96M
3
+$1.96M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.95M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$1.94M

Top Sells

1
+$7.13M
2
+$2.28M
3
+$2.18M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.05M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.98M

Sector Composition

1 Technology 9%
2 Financials 3.57%
3 Consumer Discretionary 3.15%
4 Industrials 2.95%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.17%
1,796
-491
102
$230K 0.16%
2,177
+8
103
$219K 0.16%
+1,991
104
$216K 0.15%
+711
105
– –
-13,000
106
– –
-4,221
107
– –
-1,383
108
– –
-1,560
109
– –
-14,678
110
– –
-2,788
111
– –
-2,457
1 2 3 4
5