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
$365M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.16M
3
+$3.09M
4
VZ icon
Verizon
VZ
+$2.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.13M

Top Sells

1
+$6.93M
2
+$6.59M
3
+$3.18M
4
UPS icon
United Parcel Service
UPS
+$2.75M
5
KMX icon
CarMax
KMX
+$2.67M

Sector Composition

1 Technology 20.51%
2 Consumer Discretionary 17.01%
3 Healthcare 13.73%
4 Communication Services 12.49%
5 Financials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$854K 0.23%
3,834
-100
77
$850K 0.23%
10,278
78
$778K 0.21%
7,846
+1,595
79
$768K 0.21%
6,642
-820
80
$733K 0.2%
4,795
81
$685K 0.19%
1,890
+522
82
$670K 0.18%
1,163
-42
83
$636K 0.17%
8,866
+2,300
84
$634K 0.17%
1,526
-1,400
85
$609K 0.17%
1,380
-7,197
86
$578K 0.16%
2,116
-5,505
87
$576K 0.16%
11,300
88
$568K 0.16%
433
89
$564K 0.15%
3,276
-2,435
90
$553K 0.15%
5,459
-10,550
91
$538K 0.15%
12,292
-1,050
92
$520K 0.14%
11,359
-2,014
93
$509K 0.14%
6,914
-5,010
94
$500K 0.14%
2,770
95
$470K 0.13%
10,192
+1,215
96
$464K 0.13%
2,480
97
$460K 0.13%
8,121
98
$452K 0.12%
1,984
-14
99
$444K 0.12%
6,147
-80
100
$443K 0.12%
6,946
+1,394
2 3
4
5 6