XWM

Xcel Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 21.71%
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.9M
3
+$1.23M
4
AMD icon
Advanced Micro Devices
AMD
+$1.1M
5
BA icon
Boeing
BA
+$1.1M

Top Sells

1
+$4.57M
2
+$1.69M
3
+$855K
4
CRM icon
Salesforce
CRM
+$603K
5
JPM icon
JPMorgan Chase
JPM
+$471K

Sector Composition

1 Consumer Discretionary 31.61%
2 Financials 16.33%
3 Technology 15.37%
4 Communication Services 9.63%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$328K 0.1%
15,650
+3,750
102
$320K 0.09%
10,200
+100
103
$312K 0.09%
4,394
-200
104
$310K 0.09%
1,500
105
$309K 0.09%
+8,300
106
$306K 0.09%
2,331
107
$306K 0.09%
1,700
108
$304K 0.09%
1,100
109
$303K 0.09%
4,270
+100
110
$298K 0.09%
6,101
111
$296K 0.09%
6,000
112
$287K 0.08%
4,845
113
$281K 0.08%
486
-37
114
$277K 0.08%
11,225
-100
115
$274K 0.08%
3,800
-1,000
116
$266K 0.08%
2,273
-168
117
$252K 0.07%
32,773
118
$233K 0.07%
+4,568
119
$226K 0.07%
474
120
$223K 0.07%
+8,358
121
$210K 0.06%
+1,434
122
$207K 0.06%
+731
123
$206K 0.06%
1,892
124
$204K 0.06%
+616
125
$203K 0.06%
+1,300
2 3 4
5
6