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
$365M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.16M
3
+$3.09M
4
VZ icon
Verizon
VZ
+$2.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.13M

Top Sells

1
+$6.93M
2
+$6.59M
3
+$3.18M
4
UPS icon
United Parcel Service
UPS
+$2.75M
5
KMX icon
CarMax
KMX
+$2.67M

Sector Composition

1 Technology 20.51%
2 Consumer Discretionary 17.01%
3 Healthcare 13.73%
4 Communication Services 12.49%
5 Financials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 1.11%
40,985
-5,298
27
$4.01M 1.1%
29,261
+6,530
28
$3.99M 1.09%
17,926
+7,720
29
$3.43M 0.94%
8,267
-177
30
$3.38M 0.93%
11,308
-540
31
$3.33M 0.91%
30,476
+5,068
32
$3.33M 0.91%
38,110
+2,510
33
$3.3M 0.9%
21,571
+6,302
34
$3.29M 0.9%
7,427
-350
35
$3.19M 0.87%
13,849
+200
36
$3.11M 0.85%
39,055
+3,145
37
$3.09M 0.85%
+144,350
38
$2.97M 0.81%
17,725
-3,733
39
$2.81M 0.77%
45,265
-1,138
40
$2.76M 0.76%
14,181
+6,872
41
$2.74M 0.75%
15,968
-1,064
42
$2.69M 0.74%
8,145
-200
43
$2.67M 0.73%
16,870
44
$2.67M 0.73%
8,182
+3,605
45
$2.48M 0.68%
19,758
+1,710
46
$2.41M 0.66%
134,799
+10,383
47
$2.4M 0.66%
49,469
-2,734
48
$2.37M 0.65%
60,654
-3,678
49
$2.32M 0.64%
7,525
+80
50
$2.27M 0.62%
12,308
+2,596
1
2
3 4 5