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
$175M
AUM Growth
-$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$2.93M
3
+$904K
4
MNDY icon
monday.com
MNDY
+$889K
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$823K

Top Sells

1
+$6.5M
2
+$2.16M
3
+$1.13M
4
ON icon
ON Semiconductor
ON
+$951K
5
VKTX icon
Viking Therapeutics
VKTX
+$893K

Sector Composition

1 Technology 10.69%
2 Financials 7.15%
3 Industrials 5.23%
4 Communication Services 4.39%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-534
127
– –
-278,713
128
– –
0
129
– –
0
130
– –
0
131
– –
0
132
– –
-9,029
133
– –
0
134
– –
-5,120
135
– –
-1,924
2 3 4 5
6