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XWM

Xcel Wealth Management Portfolio holdings

AUM $360M
1-Year Est. Return 19.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.34M
3
+$1.2M
4
DD icon
DuPont de Nemours
DD
+$1.11M
5
CAT icon
Caterpillar
CAT
+$1.1M

Top Sells

1
+$3.14M
2
+$748K
3
+$459K
4
UPS icon
United Parcel Service
UPS
+$447K
5
YETI icon
Yeti Holdings
YETI
+$438K

Sector Composition

1 Consumer Discretionary 27.06%
2 Financials 19.99%
3 Technology 19.35%
4 Industrials 7.37%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.48%
5,422
+11
52
$1.75M 0.45%
2,907
-487
53
$1.74M 0.45%
12,957
-1,073
54
$1.68M 0.44%
16,181
-2,300
55
$1.64M 0.43%
9,785
+458
56
$1.61M 0.42%
6,615
57
$1.58M 0.41%
1,356
-151
58
$1.56M 0.41%
46,968
-12,520
59
$1.46M 0.38%
51,533
-4,716
60
$1.44M 0.38%
4,645
-30
61
$1.42M 0.37%
26,438
62
$1.39M 0.36%
9,856
+710
63
$1.34M 0.35%
36,144
64
$1.18M 0.31%
+3,736
65
$1.15M 0.3%
+35,317
66
$1.06M 0.27%
14,200
-900
67
$1.04M 0.27%
1,686
-8
68
$1.02M 0.26%
65,171
-3,550
69
$995K 0.26%
2,800
70
$970K 0.25%
8,090
+120
71
$959K 0.25%
+8,588
72
$909K 0.24%
9,593
+347
73
$909K 0.24%
15,796
+3,137
74
$906K 0.24%
+102,321
75
$895K 0.23%
9,395
-365
1 2
3
4 5