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
$97M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$973K
3 +$933K
4
AMZN icon
Amazon
AMZN
+$842K
5
DPZ icon
Domino's
DPZ
+$797K

Top Sells

1 +$1.02M
2 +$574K
3 +$467K
4
AAPL icon
Apple
AAPL
+$394K
5
CRM icon
Salesforce
CRM
+$374K

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