XWM

Xcel Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 21.71%
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.9M
3
+$1.23M
4
AMD icon
Advanced Micro Devices
AMD
+$1.1M
5
BA icon
Boeing
BA
+$1.1M

Top Sells

1
+$4.57M
2
+$1.69M
3
+$855K
4
CRM icon
Salesforce
CRM
+$603K
5
JPM icon
JPMorgan Chase
JPM
+$471K

Sector Composition

1 Consumer Discretionary 31.61%
2 Financials 16.33%
3 Technology 15.37%
4 Communication Services 9.63%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.41%
5,010
+2,585
52
$1.34M 0.39%
4,975
-25
53
$1.33M 0.39%
1,499
+25
54
$1.27M 0.37%
15,800
+100
55
$1.26M 0.37%
71,521
+4,450
56
$1.21M 0.36%
7,260
57
$1.21M 0.35%
2,450
-225
58
$1.2M 0.35%
26,438
-550
59
$1.15M 0.34%
57,950
-7,700
60
$1.03M 0.3%
11,426
-190
61
$1.01M 0.3%
40,225
62
$991K 0.29%
13,849
+75
63
$953K 0.28%
4,223
+2
64
$953K 0.28%
2,215
+348
65
$883K 0.26%
10,522
66
$807K 0.24%
4,660
67
$804K 0.24%
11,191
-4,820
68
$778K 0.23%
8,629
-849
69
$768K 0.22%
1,573
+525
70
$742K 0.22%
24,224
-578
71
$737K 0.22%
4,332
-400
72
$685K 0.2%
2,820
73
$683K 0.2%
2,495
-2,202
74
$651K 0.19%
6,284
75
$640K 0.19%
1,115
+205
1 2
3
4 5