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
$198M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.58M
3
+$1.35M
4
FOUR icon
Shift4
FOUR
+$1.35M
5
TDG icon
TransDigm Group
TDG
+$1.35M

Top Sells

1
+$2.03M
2
+$1.99M
3
+$1.19M
4
FDX icon
FedEx
FDX
+$1.17M
5
SLB icon
SLB Ltd
SLB
+$1.16M

Sector Composition

1 Technology 15.72%
2 Financials 7.28%
3 Industrials 5.5%
4 Consumer Discretionary 4.52%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
0
3 4 5 6
7