XWM
Xcel Wealth Management Portfolio holdings
AUM
$351M
This Quarter Return
-1.37%
1 Year Return
+20.48%
3 Year Return
+92.69%
5 Year Return
+150.46%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+5.8%)
Cap. Flow
+$7.03M
Cap. Flow
% of AUM
6.51%
Top 10 Holdings %
Top 10 Hldgs %
45.62%
Holding
76
New
1
Increased
27
Reduced
25
Closed
2
Top Buys
| 1 |
Twilio
TWLO
|
$1.74M |
| 2 |
BP
BP
|
$1.55M |
| 3 |
Pfizer
PFE
|
$1.5M |
| 4 |
Caterpillar
CAT
|
$777K |
| 5 |
Verizon
VZ
|
$750K |
Top Sells
| 1 |
AT&T
T
|
$631K |
| 2 |
Domino's
DPZ
|
$535K |
| 3 |
CSFL
CenterState Bank Corporation Common Stock
CSFL
|
$421K |
| 4 |
Amgen
AMGN
|
$416K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$340K |
Sector Composition
| 1 | Communication Services | 20.76% |
| 2 | Financials | 17.66% |
| 3 | Technology | 15.26% |
| 4 | Healthcare | 12.49% |
| 5 | Consumer Discretionary | 11.32% |