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
$389M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.31M
3
+$3.91M
4
DIS icon
Walt Disney
DIS
+$1.46M
5
MDT icon
Medtronic
MDT
+$1.44M

Top Sells

1
+$2.64M
2
+$1.35M
3
+$1.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.02M
5
VZ icon
Verizon
VZ
+$668K

Sector Composition

1 Technology 22.16%
2 Consumer Discretionary 17%
3 Healthcare 16.48%
4 Communication Services 10.95%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 1.06%
18,048
+749
27
$4.12M 1.06%
7,777
-685
28
$3.98M 1.02%
46,283
+742
29
$3.91M 1.01%
+25,215
30
$3.73M 0.96%
21,458
+26
31
$3.69M 0.95%
8,444
-22
32
$3.66M 0.94%
25,408
-356
33
$3.52M 0.91%
22,731
+9,395
34
$3.49M 0.9%
35,600
+10,454
35
$3.43M 0.88%
10,206
-3,039
36
$3.42M 0.88%
13,649
+880
37
$3.19M 0.82%
8,345
-149
38
$3.05M 0.79%
35,910
-2,660
39
$3.05M 0.78%
8,577
+420
40
$2.84M 0.73%
17,032
-1,223
41
$2.82M 0.72%
16,870
-800
42
$2.79M 0.72%
15,269
+5
43
$2.75M 0.71%
46,403
+5
44
$2.67M 0.69%
20,520
-3,990
45
$2.61M 0.67%
34,429
+5,285
46
$2.5M 0.64%
52,203
-338
47
$2.5M 0.64%
7,445
+297
48
$2.47M 0.64%
64,332
-4,808
49
$2.45M 0.63%
4,577
+1,797
50
$2.43M 0.62%
10,794
+65
1
2
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