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XWM

Xcel Wealth Management Portfolio holdings

AUM $360M
1-Year Est. Return 19.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.34M
3
+$1.2M
4
DD icon
DuPont de Nemours
DD
+$1.11M
5
CAT icon
Caterpillar
CAT
+$1.1M

Top Sells

1
+$3.14M
2
+$748K
3
+$459K
4
UPS icon
United Parcel Service
UPS
+$447K
5
YETI icon
Yeti Holdings
YETI
+$438K

Sector Composition

1 Consumer Discretionary 27.06%
2 Financials 19.99%
3 Technology 19.35%
4 Industrials 7.37%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$838K 0.22%
18,575
-2,169
77
$810K 0.21%
24,725
-8,325
78
$781K 0.2%
13,643
79
$764K 0.2%
1,147
+117
80
$758K 0.2%
5,101
-30
81
$754K 0.2%
1
82
$709K 0.18%
1,551
+20
83
$708K 0.18%
+10,348
84
$705K 0.18%
10,022
85
$703K 0.18%
8,310
-2,204
86
$703K 0.18%
12,228
-2,600
87
$649K 0.17%
2,805
-25
88
$641K 0.17%
6,834
89
$638K 0.17%
+4,810
90
$610K 0.16%
2,764
91
$596K 0.16%
9,022
+1,554
92
$571K 0.15%
7,155
+670
93
$558K 0.15%
3,441
94
$549K 0.14%
3,576
-159
95
$543K 0.14%
4,812
+9
96
$506K 0.13%
4,170
+1,554
97
$492K 0.13%
4,159
-1,004
98
$474K 0.12%
2,509
-625
99
$462K 0.12%
7,125
-35
100
$451K 0.12%
3,647
2 3
4
5 6