SWM

Shelton Wealth Management Portfolio holdings

AUM $229M
1-Year Est. Return 23.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.89%
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
+$3.56M
2
+$1.65M
3
+$1.63M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.6M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$1.57M

Top Sells

1
+$4.6M
2
+$2.74M
3
+$2.57M
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
in Stake 		Capital Flow
126
– –
-7,376
127
– –
-42,640
128
– –
0
129
– –
0
130
– –
0
131
– –
-30,728
132
– –
-17,412
133
– –
0
134
– –
-2,642
135
– –
-309
136
– –
-1,352
137
– –
-3,504
138
– –
-12,109
139
– –
-16,653
140
– –
0
141
– –
-12
142
– –
0
143
– –
0
144
– –
-19,040
145
– –
0
146
– –
-3,595
2 3 4 5
6