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
$120M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.1M
3
+$1.03M
4
AMZN icon
Amazon
AMZN
+$844K
5
PTON icon
Peloton Interactive
PTON
+$606K

Top Sells

1
+$1.46M
2
+$1.24M
3
+$694K
4
STI
SunTrust Banks, Inc.
STI
+$540K
5
AVGO icon
Broadcom
AVGO
+$508K

Sector Composition

1 Communication Services 19.87%
2 Financials 17.99%
3 Technology 15.75%
4 Healthcare 14.42%
5 Consumer Discretionary 13.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.22%
19,813
+290
27
$1.45M 1.2%
10,600
-299
28
$1.34M 1.12%
4,158
-3,842
29
$1.3M 1.08%
8,950
+2,030
30
$1.25M 1.04%
21,430
-4,750
31
$1.25M 1.03%
+19,411
32
$1.21M 1%
4,100
33
$1.13M 0.94%
22,036
34
$962K 0.8%
4,187
-150
35
$956K 0.79%
24,144
36
$921K 0.77%
8,090
37
$858K 0.71%
6,715
38
$790K 0.66%
5,906
+876
39
$780K 0.65%
11,680
40
$735K 0.61%
2,256
-137
41
$606K 0.5%
+21,350
42
$573K 0.48%
+10,181
43
$537K 0.45%
3,100
-200
44
$507K 0.42%
9,581
45
$506K 0.42%
4,058
46
$496K 0.41%
16,121
+470
47
$492K 0.41%
3,122
48
$482K 0.4%
333
49
$442K 0.37%
5,537
+445
50
$412K 0.34%
6,816
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2
3 4