XWM

Xcel Wealth Management Portfolio holdings

AUM $390M
1-Year Est. Return 15.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$2.83M
3
+$2.7M
4
PFE icon
Pfizer
PFE
+$1.73M
5
UBER icon
Uber
UBER
+$1.61M

Top Sells

1
+$2.05M
2
+$1.65M
3
+$1.33M
4
COST icon
Costco
COST
+$583K
5
BP icon
BP
BP
+$540K

Sector Composition

1 Technology 23.2%
2 Healthcare 18.25%
3 Consumer Discretionary 15.03%
4 Communication Services 14.31%
5 Financials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,565
102
– –
-5,500
1 2 3 4
5