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
$102M
AUM Growth
+$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$916K
3
+$666K
4
IP icon
International Paper
IP
+$607K
5
META icon
Meta Platforms (Facebook)
META
+$503K

Top Sells

1
+$785K
2
+$758K
3
+$605K
4
HON icon
Honeywell
HON
+$352K
5
ADBE icon
Adobe
ADBE
+$328K

Sector Composition

1 Communication Services 20.71%
2 Financials 18.88%
3 Technology 13.77%
4 Consumer Discretionary 12.18%
5 Healthcare 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,234
77
– –
-2,220
78
– –
-2,340
79
– –
-1,400
80
– –
-4,398
81
– –
-2,787
82
– –
-2,764
1 2 3
4