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
$345M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.95M
3
+$2.54M
4
UBER icon
Uber
UBER
+$2.17M
5
LMT icon
Lockheed Martin
LMT
+$1.98M

Top Sells

1
+$4.22M
2
+$3.7M
3
+$1.68M
4
BIIB icon
Biogen
BIIB
+$1.2M
5
TDOC icon
Teladoc Health
TDOC
+$725K

Sector Composition

1 Technology 20.04%
2 Consumer Discretionary 16.89%
3 Healthcare 15.16%
4 Communication Services 13.36%
5 Industrials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.57%
15,264
+230
52
$1.96M 0.57%
7,991
+1,135
53
$1.92M 0.56%
29,144
+550
54
$1.85M 0.54%
2,780
+1,215
55
$1.69M 0.49%
9,733
56
$1.66M 0.48%
12,480
+720
57
$1.66M 0.48%
25,329
+1,859
58
$1.61M 0.47%
2,635
-215
59
$1.55M 0.45%
7,309
+500
60
$1.5M 0.44%
7,670
+2,650
61
$1.49M 0.43%
88,225
-7,190
62
$1.49M 0.43%
17,505
-4,250
63
$1.42M 0.41%
18,876
+3,450
64
$1.36M 0.4%
17,082
-36
65
$1.16M 0.34%
4,470
+690
66
$1.14M 0.33%
38,100
+17,100
67
$1.03M 0.3%
3,978
+249
68
$936K 0.27%
3,431
+80
69
$914K 0.27%
11,644
70
$895K 0.26%
10,269
71
$847K 0.25%
5,590
-400
72
$841K 0.24%
39,250
+20,250
73
$823K 0.24%
3,755
+1,820
74
$812K 0.24%
11,942
+987
75
$801K 0.23%
13,610
+1,352
1 2
3
4 5