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
$365M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.16M
3
+$3.09M
4
VZ icon
Verizon
VZ
+$2.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.13M

Top Sells

1
+$6.93M
2
+$6.59M
3
+$3.18M
4
UPS icon
United Parcel Service
UPS
+$2.75M
5
KMX icon
CarMax
KMX
+$2.67M

Sector Composition

1 Technology 20.51%
2 Consumer Discretionary 17.01%
3 Healthcare 13.73%
4 Communication Services 12.49%
5 Financials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.61%
36,699
+2,270
52
$2.14M 0.59%
15,320
+3,320
53
$2.01M 0.55%
+77,350
54
$1.95M 0.54%
8,071
-2,723
55
$1.9M 0.52%
77,251
-27,709
56
$1.81M 0.5%
7,980
+390
57
$1.74M 0.48%
37,659
-16,631
58
$1.63M 0.45%
88,803
+28,200
59
$1.6M 0.44%
42,270
-6,735
60
$1.59M 0.44%
11,833
-2,484
61
$1.51M 0.41%
4,203
+318
62
$1.45M 0.4%
23,329
-3,850
63
$1.44M 0.39%
26,405
+948
64
$1.24M 0.34%
11,952
-4,260
65
$1.22M 0.34%
3,469
+10
66
$1.13M 0.31%
60,975
-3,250
67
$975K 0.27%
5,986
-952
68
$959K 0.26%
45,745
+35,285
69
$951K 0.26%
3,321
+490
70
$945K 0.26%
11,441
-175
71
$942K 0.26%
11,117
-1,168
72
$923K 0.25%
2,463
+2
73
$914K 0.25%
1,792
-20
74
$906K 0.25%
40,075
-14,250
75
$896K 0.25%
23,372
+6,350
1 2
3
4 5