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
$285M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M
2 +$1.8M
3 +$1.49M
4
VZ icon
Verizon
VZ
+$1.26M
5
BAC icon
Bank of America
BAC
+$1.02M

Top Sells

1 +$1.89M
2 +$1.19M
3 +$1.18M
4
PPL icon
PPL Corp
PPL
+$720K
5
BLMN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$249K 0.09%
4,828
102
$240K 0.08%
1,500
103
$238K 0.08%
+8,358
104
$232K 0.08%
3,594
-300
105
$221K 0.08%
6,100
106
$218K 0.08%
+6,323
107
$215K 0.08%
+2,217
108
$214K 0.08%
+1,800
109
$206K 0.07%
+2,680
110
$204K 0.07%
+1,055
111
$203K 0.07%
10,150
112
$201K 0.07%
+412
113
$185K 0.07%
21,370
+1,700
114
$112K 0.04%
11,300
115
$49.7K 0.02%
15,875