XWM

Xcel Wealth Management Portfolio holdings

AUM $390M
1-Year Est. Return 15.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.07M
3
+$910K
4
DPZ icon
Domino's
DPZ
+$803K
5
AMZN icon
Amazon
AMZN
+$787K

Top Sells

1
+$1.04M
2
+$577K
3
+$482K
4
CRM icon
Salesforce
CRM
+$366K
5
AAPL icon
Apple
AAPL
+$352K

Sector Composition

1 Financials 19.61%
2 Communication Services 19.48%
3 Technology 14.4%
4 Consumer Discretionary 11.18%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.22%
4,398
-4,713
77
$154K 0.16%
3,111
-2,522
78
$145K 0.15%
134
-30
79
$97K 0.1%
400
80
– –
-500
1 2 3
4