SWM

Shelton Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 21.42%
This Quarter Est. Return
1 Year Est. Return
+21.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$2.93M
3
+$904K
4
MNDY icon
monday.com
MNDY
+$889K
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$823K

Top Sells

1
+$6.5M
2
+$2.16M
3
+$1.13M
4
ON icon
ON Semiconductor
ON
+$951K
5
VKTX icon
Viking Therapeutics
VKTX
+$893K

Sector Composition

1 Technology 10.69%
2 Financials 7.15%
3 Industrials 5.23%
4 Communication Services 4.39%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 7.13%
219,140
-6,100
2
$7.28M 3.96%
334,348
+30,627
3
$7.25M 3.94%
325,923
+29,380
4
$7.23M 3.93%
+367,727
5
$7.21M 3.92%
321,577
+28,722
6
$7.18M 3.9%
312,998
+27,696
7
$5.41M 2.94%
63,563
-3,566
8
$5.15M 2.8%
57,441
-2,049
9
$5.05M 2.75%
16,467
+1
10
$4.08M 2.22%
184,757
-17,358
11
$3.5M 1.91%
38,502
+32,170
12
$3.4M 1.85%
58,122
-6,159
13
$3.1M 1.69%
165,722
+8,503
14
$3.08M 1.68%
55,968
+794
15
$2.48M 1.35%
97,066
+16,636
16
$2.33M 1.26%
9,236
-1,011
17
$2.13M 1.16%
29,654
+19
18
$2.06M 1.12%
17,439
-18,306
19
$2.03M 1.1%
10,670
-336
20
$2.01M 1.09%
22,120
-1,721
21
$1.94M 1.06%
18,566
-810
22
$1.93M 1.05%
17,763
-132
23
$1.68M 0.91%
860
+9
24
$1.57M 0.85%
7,063
+97
25
$1.49M 0.81%
19,754
-99
1
2 3 4 5