XWM

Xcel Wealth Management Portfolio holdings

AUM $390M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.29M
3
+$4.85M
4
AMZN icon
Amazon
AMZN
+$4.54M
5
T icon
AT&T
T
+$4.25M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.8%
2 Communication Services 20.04%
3 Technology 13.42%
4 Industrials 10.6%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.4%
+2,841
52
$305K 0.37%
+3,505
53
$257K 0.31%
+4,939
54
$254K 0.31%
+10,140
55
$254K 0.31%
+4,464
56
$252K 0.31%
+2,735
57
$227K 0.28%
+8,000
58
$220K 0.27%
+5,328
59
$204K 0.25%
+5,633
60
$203K 0.25%
+1,317
61
$200K 0.24%
+3,000
62
$97K 0.12%
+164
63
$76K 0.09%
+400
64
$24K 0.03%
+500
1 2
3