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
$345M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.95M
3
+$2.54M
4
UBER icon
Uber
UBER
+$2.17M
5
LMT icon
Lockheed Martin
LMT
+$1.98M

Top Sells

1
+$4.22M
2
+$3.7M
3
+$1.68M
4
BIIB icon
Biogen
BIIB
+$1.2M
5
TDOC icon
Teladoc Health
TDOC
+$725K

Sector Composition

1 Technology 20.04%
2 Consumer Discretionary 16.89%
3 Healthcare 15.16%
4 Communication Services 13.36%
5 Industrials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$776K 0.23%
15,089
+6,400
77
$775K 0.22%
28,339
+2,402
78
$748K 0.22%
5,923
+218
79
$737K 0.21%
2,200
80
$736K 0.21%
3,833
81
$712K 0.21%
5,250
82
$706K 0.2%
1,806
-500
83
$667K 0.19%
4,773
84
$643K 0.19%
17,137
+103
85
$641K 0.19%
5,015
86
$628K 0.18%
11,300
87
$625K 0.18%
6,159
+620
88
$615K 0.18%
4,196
89
$605K 0.18%
12,565
+7,073
90
$576K 0.17%
10,587
+3,150
91
$564K 0.16%
2,705
92
$547K 0.16%
+25,250
93
$541K 0.16%
1,205
-40
94
$522K 0.15%
9,900
+4,250
95
$518K 0.15%
13,108
+3,300
96
$502K 0.15%
9,478
+317
97
$498K 0.14%
1,392
98
$476K 0.14%
6,776
+875
99
$474K 0.14%
1,350
-100
100
$470K 0.14%
3,958
+322
2 3
4
5 6