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
$97M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$973K
3
+$933K
4
AMZN icon
Amazon
AMZN
+$842K
5
DPZ icon
Domino's
DPZ
+$797K

Top Sells

1
+$1.02M
2
+$574K
3
+$467K
4
AAPL icon
Apple
AAPL
+$394K
5
CRM icon
Salesforce
CRM
+$374K

Sector Composition

1 Financials 19.61%
2 Communication Services 19.48%
3 Technology 14.4%
4 Consumer Discretionary 11.18%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$402K 0.41%
15,651
52
$394K 0.41%
1,962
+17
53
$383K 0.39%
7,417
-2,900
54
$377K 0.39%
7,816
-312
55
$365K 0.38%
6,763
-1,313
56
$352K 0.36%
2,220
-1,330
57
$333K 0.34%
3,505
58
$328K 0.34%
+1,234
59
$324K 0.33%
+5,030
60
$319K 0.33%
+2,875
61
$310K 0.32%
+2,220
62
$303K 0.31%
2,340
-501
63
$295K 0.3%
+6,779
64
$289K 0.3%
9,668
65
$281K 0.29%
4,530
-409
66
$269K 0.28%
8,000
67
$269K 0.28%
+1,400
68
$265K 0.27%
3,000
69
$264K 0.27%
1,450
-1,350
70
$260K 0.27%
+2,764
71
$237K 0.24%
5,328
72
$236K 0.24%
1,317
73
$225K 0.23%
+2,787
74
$222K 0.23%
+3,550
75
$214K 0.22%
3,764
-700
1 2
3
4