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
$361M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.6M
3
+$976K
4
PLTR icon
Palantir
PLTR
+$773K
5
BLK icon
Blackrock
BLK
+$731K

Top Sells

1
+$1.18M
2
+$715K
3
+$671K
4
MS icon
Morgan Stanley
MS
+$642K
5
TGT icon
Target
TGT
+$631K

Sector Composition

1 Consumer Discretionary 34.31%
2 Financials 17.02%
3 Technology 15.47%
4 Communication Services 9.59%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.39%
1,519
+20
52
$1.38M 0.38%
7,260
53
$1.35M 0.37%
6,104
-292
54
$1.28M 0.35%
26,438
55
$1.26M 0.35%
47,938
-23,880
56
$1.17M 0.33%
15,800
57
$1.16M 0.32%
4,975
58
$1.14M 0.32%
13,829
-20
59
$1.1M 0.31%
71,720
-300
60
$1.09M 0.3%
71,621
+100
61
$1.01M 0.28%
40,225
62
$993K 0.28%
4,271
+48
63
$957K 0.27%
2,272
+57
64
$901K 0.25%
11,276
-150
65
$891K 0.25%
10,048
-8,060
66
$838K 0.23%
14,819
+7,029
67
$821K 0.23%
2,455
-40
68
$818K 0.23%
7,696
69
$804K 0.22%
1,573
70
$771K 0.21%
4,600
-60
71
$764K 0.21%
10,522
72
$731K 0.2%
+713
73
$722K 0.2%
8,776
+147
74
$683K 0.19%
2,820
75
$670K 0.19%
43,200
-14,750
1 2
3
4 5