SWM
Shelton Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+6.15%
1 Year Return
+17.79%
3 Year Return
+53.69%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.02%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$15.4M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$11.5M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$10.7M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$8.79M |
| 5 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$8.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.26% |
| 2 | Financials | 3.09% |
| 3 | Healthcare | 2.06% |
| 4 | Energy | 1.33% |
| 5 | Consumer Discretionary | 1.27% |
