XWM

Xcel Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 21.71%
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.6M
3
+$976K
4
PLTR icon
Palantir
PLTR
+$773K
5
BLK icon
Blackrock
BLK
+$731K

Top Sells

1
+$1.18M
2
+$715K
3
+$671K
4
MS icon
Morgan Stanley
MS
+$642K
5
TGT icon
Target
TGT
+$631K

Sector Composition

1 Consumer Discretionary 34.31%
2 Financials 17.02%
3 Technology 15.47%
4 Communication Services 9.59%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$647K 0.18%
1,104
-11
77
$646K 0.18%
1,525
78
$641K 0.18%
6,284
79
$631K 0.17%
10,130
-1,061
80
$585K 0.16%
2,900
81
$574K 0.16%
10,173
+3
82
$562K 0.16%
21,550
-2,674
83
$557K 0.15%
1,692
84
$541K 0.15%
54,363
+21,590
85
$535K 0.15%
3,516
-816
86
$529K 0.15%
6,771
87
$518K 0.14%
6,157
+108
88
$500K 0.14%
5,163
89
$498K 0.14%
2,801
90
$473K 0.13%
3,263
-785
91
$460K 0.13%
18,000
92
$453K 0.13%
4,100
+300
93
$435K 0.12%
4,765
94
$413K 0.11%
7,950
+450
95
$393K 0.11%
509
96
$390K 0.11%
2,966
-50
97
$381K 0.11%
4,270
98
$381K 0.11%
1,460
99
$375K 0.1%
712
-12
100
$371K 0.1%
1,725
+25
2 3
4
5 6