SWM
Shelton Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+1.91%
1 Year Return
+17.79%
3 Year Return
+53.69%
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+3.7%)
Cap. Flow
+$7.96M
Cap. Flow
% of AUM
4.36%
Top 10 Holdings %
Top 10 Hldgs %
36.73%
Holding
146
New
25
Increased
52
Reduced
37
Closed
15
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.53M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$2.94M |
| 3 |
RH
RH
|
$1.69M |
| 4 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
$1.63M |
| 5 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
$1.62M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.37M |
| 2 |
Applovin
APP
|
$3.29M |
| 3 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$2.76M |
| 4 |
Aspen Aerogels
ASPN
|
$1.18M |
| 5 |
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% |
