SWM
Shelton Wealth Management Portfolio holdings
AUM
$215M
1-Year Est. Return
21.42%
1 Year Est. Return
+21.42%
AUM
$215M
AUM Growth
+$16.3M
(+8.2%)
Holding
151
Top Buys
| 1 | +$1.74M | |
| 2 | +$1.17M | |
| 3 | +$1.13M | |
| 4 |
Palo Alto Networks
PANW
|
+$1.1M |
| 5 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
+$585K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$1.37M | |
| 3 | +$1.22M | |
| 4 |
Chevron
CVX
|
+$1.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
151
Alcon
ALC
$37.3B
| – | – |
-10,619
|
|