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

Top Buys

1 +$1.25M
2 +$1.1M
3 +$1.03M
4
AMZN icon
Amazon
AMZN
+$844K
5
PTON icon
Peloton Interactive
PTON
+$606K

Top Sells

1 +$1.46M
2 +$1.24M
3 +$694K
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
-2,975
79
-7,863
80
-18,420
81
-10,420