XWM

Xcel Wealth Management Portfolio holdings

AUM $351M
1-Year Est. Return 20.48%
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$973K
3
+$933K
4
AMZN icon
Amazon
AMZN
+$842K
5
DPZ icon
Domino's
DPZ
+$797K

Top Sells

1
+$1.02M
2
+$574K
3
+$467K
4
AAPL icon
Apple
AAPL
+$394K
5
CRM icon
Salesforce
CRM
+$374K

Sector Composition

1 Financials 19.61%
2 Communication Services 19.48%
3 Technology 14.4%
4 Consumer Discretionary 11.18%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.25%
11,675
-2,850
27
$1.16M 1.19%
8,535
-579
28
$1.13M 1.17%
25,809
+13,037
29
$1.1M 1.13%
8,965
-24
30
$995K 1.03%
5,458
+1,880
31
$973K 1%
+18,044
32
$933K 0.96%
+7,515
33
$904K 0.93%
11,225
+8,490
34
$840K 0.87%
4,378
-2,990
35
$797K 0.82%
+3,090
36
$784K 0.81%
+24,144
37
$766K 0.79%
+3,994
38
$756K 0.78%
25,170
-200
39
$736K 0.76%
+5,008
40
$720K 0.74%
12,280
-1,100
41
$655K 0.68%
4,100
-719
42
$608K 0.63%
14,725
-6,500
43
$525K 0.54%
8,863
-7,885
44
$519K 0.54%
26,880
-10,500
45
$514K 0.53%
9,581
46
$459K 0.47%
3,175
47
$441K 0.45%
3,742
-950
48
$433K 0.45%
333
49
$422K 0.44%
4,058
+35
50
$417K 0.43%
26,500
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