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
$161M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$3.19M
3
+$3M
4
KMX icon
CarMax
KMX
+$1.66M
5
UBER icon
Uber
UBER
+$1.6M

Top Sells

1
+$2.26M
2
+$2.07M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$582K
5
COST icon
Costco
COST
+$581K

Sector Composition

1 Technology 23.2%
2 Healthcare 18.25%
3 Consumer Discretionary 15.03%
4 Communication Services 14.31%
5 Financials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$654K 0.41%
3,755
52
$644K 0.4%
+2,590
53
$639K 0.4%
+8,694
54
$616K 0.38%
6,500
-23,800
55
$595K 0.37%
3,247
-330
56
$581K 0.36%
433
57
$580K 0.36%
6,364
+900
58
$566K 0.35%
4,738
+668
59
$560K 0.35%
32,700
60
$520K 0.32%
5,000
61
$501K 0.31%
9,730
+150
62
$500K 0.31%
9,936
-10,805
63
$499K 0.31%
+6,649
64
$496K 0.31%
12,432
+738
65
$487K 0.3%
3,100
66
$468K 0.29%
+1,285
67
$467K 0.29%
+11,500
68
$464K 0.29%
+12,144
69
$460K 0.29%
9,867
+2,494
70
$433K 0.27%
+2,180
71
$420K 0.26%
+6,901
72
$409K 0.25%
2,750
-250
73
$373K 0.23%
16,121
74
$363K 0.23%
2,588
-1,319
75
$354K 0.22%
1,200
-200
1 2
3
4 5