SWM
Shelton Wealth Management Portfolio holdings
AUM
$227M
1-Year Est. Return
27.85%
This Fund
S&P 500
1 Year Est. Return
+27.85%
AUM
$227M
AUM Growth
-$2.26M
(-0.98%)
Holding
158
Top Buys
| 1 | +$10.2M | |
| 2 | +$1.69M | |
| 3 | +$1.56M | |
| 4 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
+$1.54M |
| 5 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$1.52M |
Top Sells
| 1 | +$8.6M | |
| 2 | +$2.63M | |
| 3 | +$1.38M | |
| 4 |
Affirm
AFRM
|
+$1.32M |
| 5 |
Axalta
AXTA
|
+$1.2M |
Sector Composition
| 1 | Technology | 12.29% |
| 2 | Industrials | 7.06% |
| 3 | Financials | 6.13% |
| 4 | Consumer Discretionary | 3.99% |
| 5 | Healthcare | 3.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Health Care ETF
VHT
$16.3B
| – | – |
-698
|
|
||
152
Astera Labs
ALAB
$62.3B
| – | – |
-5,154
|
|
||
153
Reddit
RDDT
$32.6B
| – | – |
-608
|
|
||
154
GE Vernova
GEV
$258B
| – | – |
-399
|
|
||
155
SPDR Gold Trust
GLD
$147B
| – | – |
0
|
|
||
156
Grab
GRAB
$13.9B
| – | – |
-41,537
|
|
||
157
Health Catalyst
HCAT
$98.3M
| – | – |
0
|
|
||
158
Robinhood
HOOD
$74.6B
| – | – |
-2,563
|
|