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
$215M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.22M
3
+$1.03M
4
MRVL icon
Marvell Technology
MRVL
+$990K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$584K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.2M
4
AVGO icon
Broadcom
AVGO
+$1.13M
5
ALC icon
Alcon
ALC
+$937K

Sector Composition

1 Technology 15.23%
2 Financials 7.48%
3 Industrials 5.67%
4 Consumer Discretionary 5.04%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAR icon
126
Marriott International
MAR
$88.3B
$5.99K ﹤0.01%
+23
HCAT icon
127
Health Catalyst
HCAT
$85.4M
$855 ﹤0.01%
+300
IOVA icon
128
Iovance Biotherapeutics
IOVA
$1.42B
$651 ﹤0.01%
+300
S icon
129
SentinelOne
S
$4.53B
$141 ﹤0.01%
+8
ALC icon
130
Alcon
ALC
$36.8B
– –
-10,619
BA icon
131
Boeing
BA
$163B
– –
0
BE icon
132
Bloom Energy
BE
$37.2B
– –
0
BRZE icon
133
Braze
BRZE
$2.68B
– –
0
CVX icon
134
Chevron
CVX
$391B
– –
-8,389
UEC icon
135
Uranium Energy
UEC
$6.58B
– –
-1,062
DDOG icon
136
Datadog
DDOG
$42B
– –
-20
RGTI icon
137
Rigetti Computing
RGTI
$4.48B
– –
-200
SHOP icon
138
Shopify
SHOP
$155B
– –
-31
SKYT icon
139
SkyWater Technology
SKYT
$1.3B
– –
0
SLV icon
140
iShares Silver Trust
SLV
$38.6B
– –
0
TTD icon
141
Trade Desk
TTD
$10.5B
– –
-19,059
FICO icon
142
Fair Isaac
FICO
$25.2B
– –
0
IBIT icon
143
iShares Bitcoin Trust
IBIT
$53.6B
– –
-209
INTC icon
144
Intel
INTC
$241B
– –
-1,378
MCHP icon
145
Microchip Technology
MCHP
$35.4B
– –
-20,292
OKTA icon
146
Okta
OKTA
$14B
– –
-96
PG icon
147
Procter & Gamble
PG
$335B
– –
0
PLTR icon
148
Palantir
PLTR
$350B
– –
-560
PR icon
149
Permian Resources
PR
$16.7B
– –
0
PTON icon
150
Peloton Interactive
PTON
$1.83B
– –
0
3 4 5
6
7