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
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