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
$108M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.6M
3 +$1.5M
4
MDB icon
MongoDB
MDB
+$890K
5
CAT icon
Caterpillar
CAT
+$782K

Top Sells

1 +$585K
2 +$542K
3 +$421K
4
AMGN icon
Amgen
AMGN
+$413K
5
VGK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-18,314