SWM
Shelton Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
-4.28%
1 Year Return
+17.79%
3 Year Return
+53.69%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(-4.6%)
Cap. Flow
+$213K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
62.79%
Holding
64
New
2
Increased
35
Reduced
11
Closed
3
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$424K |
| 2 |
AbbVie
ABBV
|
$223K |
| 3 |
Nexstar Media Group
NXST
|
$203K |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$50.2K |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$22.7K |
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$314K |
| 2 |
Stryker
SYK
|
$258K |
| 3 |
Olin
OLN
|
$203K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$39.1K |
| 5 |
Valero Energy
VLO
|
$35.8K |
Sector Composition
| 1 | Technology | 3.81% |
| 2 | Financials | 2.97% |
| 3 | Healthcare | 2.19% |
| 4 | Energy | 2.08% |
| 5 | Consumer Discretionary | 1.03% |
