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
$183M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.69M
3
+$1.63M
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.62M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.59M

Top Sells

1
+$4.37M
2
+$3.29M
3
+$2.76M
4
ASPN icon
Aspen Aerogels
ASPN
+$1.18M
5
ARM icon
Arm
ARM
+$1.05M

Sector Composition

1 Technology 12.02%
2 Financials 6.93%
3 Industrials 5.58%
4 Consumer Discretionary 4.9%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$298K 0.15%
1,208
102
$273K 0.14%
2,164
+11
103
$265K 0.14%
9,878
104
$258K 0.13%
8,007
-26,490
105
$248K 0.13%
5,648
106
$232K 0.12%
1,051
-1,855
107
$232K 0.12%
+1,275
108
$228K 0.12%
+6,660
109
$226K 0.12%
+3,745
110
$225K 0.12%
5,120
-1,683
111
$225K 0.12%
1,988
+4
112
$214K 0.11%
534
113
$184K 0.1%
1,272
-3,589
114
$95.8K 0.05%
+20,300
115
$94.9K 0.05%
+9,290
116
$53.7K 0.03%
+400
117
$28.6K 0.01%
+28,000
118
$25.4K 0.01%
+167
119
$7.11K ﹤0.01%
+1,062
120
$2.16K ﹤0.01%
+20
121
– –
-3,595
122
– –
0
123
– –
-19,040
124
– –
0
125
– –
0
2 3 4
5
6