SWM
Shelton Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+1.91%
1 Year Return
+17.79%
3 Year Return
+53.69%
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+5.1%)
Cap. Flow
+$9.21M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
35.58%
Holding
137
New
23
Increased
46
Reduced
47
Closed
20
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.61M |
| 2 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
$1.29M |
| 3 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
$1.29M |
| 4 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
$1.29M |
| 5 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
$1.29M |
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.35M |
| 2 |
Bristol-Myers Squibb
BMY
|
$1.35M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.07M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$902K |
| 5 |
Fiserv
FI
|
$836K |
Sector Composition
| 1 | Technology | 11.24% |
| 2 | Financials | 6.08% |
| 3 | Industrials | 4.97% |
| 4 | Communication Services | 4.47% |
| 5 | Consumer Discretionary | 4.33% |
