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
$120M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.11M
3
+$1.07M
4
AMZN icon
Amazon
AMZN
+$809K
5
PTON icon
Peloton Interactive
PTON
+$575K

Top Sells

1
+$1.49M
2
+$1.14M
3
+$655K
4
STI
SunTrust Banks, Inc.
STI
+$540K
5
AVGO icon
Broadcom
AVGO
+$508K

Sector Composition

1 Communication Services 19.87%
2 Financials 17.99%
3 Technology 15.75%
4 Healthcare 14.42%
5 Consumer Discretionary 13.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,300
77
– –
-13,847
78
– –
-7,863
79
– –
-18,420
80
– –
-1,962
81
– –
-2,640
1 2 3
4