XWM

Xcel Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 21.71%
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.6M
3
+$976K
4
PLTR icon
Palantir
PLTR
+$773K
5
BLK icon
Blackrock
BLK
+$731K

Top Sells

1
+$1.18M
2
+$715K
3
+$671K
4
MS icon
Morgan Stanley
MS
+$642K
5
TGT icon
Target
TGT
+$631K

Sector Composition

1 Consumer Discretionary 34.31%
2 Financials 17.02%
3 Technology 15.47%
4 Communication Services 9.59%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 1.1%
35,712
+6,027
27
$3.39M 0.94%
56,225
-11,120
28
$3.19M 0.88%
19,104
29
$3.17M 0.88%
26,729
-1,410
30
$2.91M 0.81%
9,793
31
$2.84M 0.79%
4,854
-150
32
$2.67M 0.74%
23,030
-515
33
$2.61M 0.72%
67,902
-3,000
34
$2.61M 0.72%
2,137
-1
35
$2.43M 0.67%
20,095
-475
36
$2.12M 0.59%
12,293
37
$2.09M 0.58%
28,195
-1,000
38
$2.08M 0.58%
29,569
-482
39
$1.88M 0.52%
16,659
+225
40
$1.85M 0.51%
5,400
+390
41
$1.74M 0.48%
8,426
-25
42
$1.7M 0.47%
5,384
43
$1.69M 0.47%
14,012
+1,177
44
$1.62M 0.45%
70,994
-929
45
$1.55M 0.43%
12,292
-117
46
$1.53M 0.42%
47,144
-12,705
47
$1.44M 0.4%
3,970
+1
48
$1.44M 0.4%
10,635
-4,670
49
$1.4M 0.39%
2,450
50
$1.4M 0.39%
18,516
+10,216
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