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

Top Buys

1
+$7.12M
2
+$2.86M
3
+$999K
4
MNDY icon
monday.com
MNDY
+$966K
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$943K

Top Sells

1
+$6.5M
2
+$2.13M
3
+$1.15M
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
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0
127
– –
-1,051
128
– –
-20
129
– –
-22,199
130
– –
-400
131
– –
-1,924
132
– –
0
133
– –
-21,579
134
– –
0
135
– –
0
2 3 4 5
6