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
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
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6