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
$176M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$1.25M
2 +$1.11M
3 +$890K
4
LDOS icon
Leidos
LDOS
+$800K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$794K

Sector Composition

1 Technology 11.08%
2 Financials 6.39%
3 Industrials 5.57%
4 Communication Services 4.79%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
-892
128
0
129
-8,250