SWM

Shelton Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
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
+$1.36M
2
+$1.22M
3
+$1.03M
4
MRVL icon
Marvell Technology
MRVL
+$990K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$584K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.2M
4
AVGO icon
Broadcom
AVGO
+$1.13M
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
101
$357K 0.17%
10,067
+772
102
$319K 0.15%
2,641
+1
103
$314K 0.15%
1,249
+41
104
$302K 0.14%
+2,111
105
$301K 0.14%
5,827
+173
106
$298K 0.14%
+9,241
107
$266K 0.12%
+3,970
108
$256K 0.12%
758
+33
109
$247K 0.12%
+2,112
110
$240K 0.11%
+1,296
111
$239K 0.11%
+357
112
$238K 0.11%
+20,877
113
$237K 0.11%
+10,313
114
$222K 0.1%
+3,646
115
$221K 0.1%
36,727
+15,522
116
$217K 0.1%
+1,274
117
$210K 0.1%
+933
118
$186K 0.09%
+1,042
119
$156K 0.07%
1,509
+2
120
$101K 0.05%
+13,742
121
$96K 0.04%
+17,332
122
$50.8K 0.02%
+1,000
123
$27.4K 0.01%
+226
124
$18.8K 0.01%
+105
125
$11.3K 0.01%
+1,176
3 4
5
6 7