XWM
Xcel Wealth Management Portfolio holdings
AUM
$351M
This Quarter Return
+12.58%
1 Year Return
+20.48%
3 Year Return
+92.69%
5 Year Return
+150.46%
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+11%)
Cap. Flow
+$2.63M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
41.17%
Holding
139
New
9
Increased
44
Reduced
50
Closed
3
Top Buys
| 1 |
RH
RH
|
$4.13M |
| 2 |
NextEra Energy, Inc.
NEE
|
$2.68M |
| 3 |
DEA
Easterly Government Properties
DEA
|
$1.59M |
| 4 |
Home Depot
HD
|
$1.4M |
| 5 |
Charles Schwab
SCHW
|
$1.24M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$7.04M |
| 2 |
PepsiCo
PEP
|
$1.34M |
| 3 |
Qualcomm
QCOM
|
$1.07M |
| 4 |
Salesforce
CRM
|
$1.01M |
| 5 |
Advanced Micro Devices
AMD
|
$750K |
Sector Composition
| 1 | Consumer Discretionary | 22.83% |
| 2 | Technology | 20.76% |
| 3 | Financials | 13.71% |
| 4 | Communication Services | 11.03% |
| 5 | Industrials | 6.56% |
