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
$167M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.29M
3
+$1.29M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.29M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.28M

Top Sells

1
+$1.35M
2
+$1.35M
3
+$1.18M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$902K

Sector Composition

1 Technology 11.24%
2 Financials 6.08%
3 Industrials 4.97%
4 Communication Services 4.47%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.16%
1,308
-195
102
$284K 0.16%
9,803
+622
103
$277K 0.16%
2,991
-138
104
$249K 0.14%
724
-35
105
$242K 0.14%
2,642
-328
106
$227K 0.13%
1,451
-64
107
$225K 0.13%
5,648
-1,835
108
$223K 0.13%
+2,141
109
$221K 0.13%
4,710
-1,223
110
$220K 0.12%
575
-62
111
$211K 0.12%
1,337
-191
112
$210K 0.12%
17,507
-34,093
113
$206K 0.12%
1,979
+4
114
$49.9K 0.03%
+252
115
$19K 0.01%
122
-3,128
116
$5.6K ﹤0.01%
+200
117
$374 ﹤0.01%
1
-888
118
– –
-2,535
119
– –
-24,928
120
– –
-1,642
121
– –
-2,285
122
– –
-3,785
123
– –
-402
124
– –
-1,159
125
– –
-2,269
2 3 4
5
6