XWM
Xcel Wealth Management Portfolio holdings
AUM
$351M
This Quarter Return
+14.26%
1 Year Return
+20.48%
3 Year Return
+92.69%
5 Year Return
+150.46%
10 Year Return
–
AUM
$285M
AUM Growth
+$285M
(+13%)
Cap. Flow
+$2.01M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
46.05%
Holding
115
New
9
Increased
24
Reduced
66
Closed
–
Top Buys
| 1 |
Celsius Holdings
CELH
|
$3.75M |
| 2 |
Tesla
TSLA
|
$2.31M |
| 3 |
RH
RH
|
$1.8M |
| 4 |
Morgan Stanley
MS
|
$1.49M |
| 5 |
Verizon
VZ
|
$1.26M |
Top Sells
| 1 |
AT&T
T
|
$1.89M |
| 2 |
Uber
UBER
|
$1.19M |
| 3 |
Pfizer
PFE
|
$1.18M |
| 4 |
PPL Corp
PPL
|
$720K |
| 5 |
Bloomin' Brands
BLMN
|
$560K |
Sector Composition
| 1 | Consumer Discretionary | 26.4% |
| 2 | Financials | 17.48% |
| 3 | Technology | 16.42% |
| 4 | Communication Services | 10.81% |
| 5 | Industrials | 7.11% |
