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
$175M
AUM Growth
-$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$2.93M
3
+$904K
4
MNDY icon
monday.com
MNDY
+$889K
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$823K

Top Sells

1
+$6.5M
2
+$2.16M
3
+$1.13M
4
ON icon
ON Semiconductor
ON
+$951K
5
VKTX icon
Viking Therapeutics
VKTX
+$893K

Sector Composition

1 Technology 10.69%
2 Financials 7.15%
3 Industrials 5.23%
4 Communication Services 4.39%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.15%
2,994
+1
102
$276K 0.15%
753
-81
103
$273K 0.15%
3,745
104
$264K 0.14%
1,992
+4
105
$238K 0.13%
8,097
+90
106
$236K 0.13%
5,651
+3
107
$232K 0.13%
895
+9
108
$226K 0.12%
9,878
109
$218K 0.12%
1,275
110
$213K 0.12%
1,283
+11
111
$211K 0.11%
798
-969
112
$92K 0.05%
20,300
113
$34.7K 0.02%
+74
114
$25K 0.01%
167
115
$18.4K 0.01%
28,000
116
$5.08K ﹤0.01%
1,062
117
– –
-400
118
– –
-22,199
119
– –
-20
120
– –
-1,051
121
– –
0
122
– –
-9,290
123
– –
0
124
– –
0
125
– –
-15,076
2 3 4
5
6