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
$345M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.95M
3
+$2.54M
4
UBER icon
Uber
UBER
+$2.17M
5
LMT icon
Lockheed Martin
LMT
+$1.98M

Top Sells

1
+$4.22M
2
+$3.7M
3
+$1.68M
4
BIIB icon
Biogen
BIIB
+$1.2M
5
TDOC icon
Teladoc Health
TDOC
+$725K

Sector Composition

1 Technology 20.04%
2 Consumer Discretionary 16.89%
3 Healthcare 15.16%
4 Communication Services 13.36%
5 Industrials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.5M 1.3%
13,245
+591
27
$3.99M 1.16%
8,462
-105
28
$3.96M 1.15%
12,061
29
$3.92M 1.14%
45,541
30
$3.34M 0.97%
8,466
31
$3.27M 0.95%
38,570
+19,695
32
$3.22M 0.93%
21,432
-129
33
$3.21M 0.93%
8,494
-200
34
$3.18M 0.92%
176,251
+40,915
35
$3.14M 0.91%
24,510
-1,700
36
$3.06M 0.89%
18,255
+635
37
$2.81M 0.82%
8,157
+5,747
38
$2.69M 0.78%
12,769
+3,050
39
$2.65M 0.77%
25,764
-6,700
40
$2.64M 0.77%
17,670
41
$2.45M 0.71%
25,146
+9,636
42
$2.44M 0.71%
52,541
+22,900
43
$2.44M 0.71%
46,398
44
$2.35M 0.68%
69,140
45
$2.28M 0.66%
10,729
+32
46
$2.26M 0.65%
13,336
+2,420
47
$2.18M 0.63%
5,663
+902
48
$2.1M 0.61%
19,002
+135
49
$2.08M 0.6%
14,315
-250
50
$2.02M 0.58%
7,148
+9
1
2
3 4 5