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
$345M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.95M
3
+$2.54M
4
UBER icon
Uber
UBER
+$2.17M
5
LMT icon
Lockheed Martin
LMT
+$1.98M

Top Sells

1
+$4.22M
2
+$3.7M
3
+$1.68M
4
BIIB icon
Biogen
BIIB
+$1.2M
5
TDOC icon
Teladoc Health
TDOC
+$725K

Sector Composition

1 Technology 20.04%
2 Consumer Discretionary 16.89%
3 Healthcare 15.16%
4 Communication Services 13.36%
5 Industrials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$467K 0.14%
7,968
102
$458K 0.13%
2,790
103
$443K 0.13%
+25,302
104
$437K 0.13%
1,966
105
$428K 0.12%
21,601
+8,400
106
$423K 0.12%
1,830
107
$419K 0.12%
2,898
-100
108
$415K 0.12%
2,479
109
$410K 0.12%
5,123
110
$387K 0.11%
673
-8
111
$348K 0.1%
1,714
112
$342K 0.1%
5,521
+491
113
$341K 0.1%
4,850
-500
114
$340K 0.1%
5,328
115
$334K 0.1%
6,027
+88
116
$324K 0.09%
1,343
117
$314K 0.09%
1,069
+100
118
$313K 0.09%
14,500
119
$312K 0.09%
21,953
-28,655
120
$307K 0.09%
1,537
121
$303K 0.09%
3,200
122
$298K 0.09%
1,242
123
$285K 0.08%
+4,000
124
$280K 0.08%
804
-400
125
$278K 0.08%
2,094
+107
2 3 4
5
6