XWM

Xcel Wealth Management Portfolio holdings

AUM $390M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.29M
3
+$4.85M
4
AMZN icon
Amazon
AMZN
+$4.54M
5
T icon
AT&T
T
+$4.25M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.8%
2 Communication Services 20.04%
3 Technology 13.42%
4 Industrials 10.6%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 1.4%
+28,876
27
$1.01M 1.24%
+3,133
28
$993K 1.21%
+8,989
29
$844K 1.03%
+16,748
30
$718K 0.88%
+4,819
31
$692K 0.85%
+13,380
32
$673K 0.82%
+21,225
33
$645K 0.79%
+25,370
34
$630K 0.77%
+37,380
35
$490K 0.6%
+3,578
36
$488K 0.6%
+12,772
37
$476K 0.58%
+4,692
38
$469K 0.57%
+3,550
39
$453K 0.55%
+10,317
40
$432K 0.53%
+9,581
41
$429K 0.52%
+2,800
42
$419K 0.51%
+9,111
43
$417K 0.51%
+333
44
$405K 0.5%
+3,175
45
$397K 0.49%
+1,945
46
$391K 0.48%
+26,500
47
$372K 0.46%
+15,651
48
$369K 0.45%
+4,023
49
$353K 0.43%
+8,128
50
$349K 0.43%
+8,076
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