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
$365M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.16M
3
+$3.09M
4
VZ icon
Verizon
VZ
+$2.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.13M

Top Sells

1
+$6.93M
2
+$6.59M
3
+$3.18M
4
UPS icon
United Parcel Service
UPS
+$2.75M
5
KMX icon
CarMax
KMX
+$2.67M

Sector Composition

1 Technology 20.51%
2 Consumer Discretionary 17.01%
3 Healthcare 13.73%
4 Communication Services 12.49%
5 Financials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$442K 0.12%
15,046
-1,398
102
$438K 0.12%
+2,600
103
$430K 0.12%
5,924
+150
104
$426K 0.12%
1,840
-700
105
$424K 0.12%
7,599
-2,850
106
$420K 0.12%
7,869
-575
107
$418K 0.11%
3,397
-1,160
108
$415K 0.11%
3,191
+797
109
$404K 0.11%
18,400
-2,300
110
$377K 0.1%
1,180
-240
111
$374K 0.1%
5,395
+905
112
$355K 0.1%
2,670
-920
113
$351K 0.1%
5,100
114
$350K 0.1%
1,537
-1
115
$347K 0.1%
1,716
116
$340K 0.09%
6,504
+1,095
117
$338K 0.09%
5,155
118
$332K 0.09%
1,344
119
$325K 0.09%
14,500
120
$321K 0.09%
2,500
-2,765
121
$312K 0.09%
1,763
122
$303K 0.08%
3,229
123
$291K 0.08%
638
124
$291K 0.08%
813
125
$282K 0.08%
7,500
2 3 4
5
6