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
$161M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.33M
2 +$3.19M
3 +$3M
4
KMX icon
CarMax
KMX
+$1.66M
5
UBER icon
Uber
UBER
+$1.6M

Top Sells

1 +$2.26M
2 +$2.07M
3 +$1.37M
4
AMZN icon
Amazon
AMZN
+$582K
5
COST icon
Costco
COST
+$581K

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
-1,100