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
$361M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.6M
3
+$976K
4
PLTR icon
Palantir
PLTR
+$773K
5
BLK icon
Blackrock
BLK
+$731K

Top Sells

1
+$1.18M
2
+$715K
3
+$671K
4
MS icon
Morgan Stanley
MS
+$642K
5
TGT icon
Target
TGT
+$631K

Sector Composition

1 Consumer Discretionary 34.31%
2 Financials 17.02%
3 Technology 15.47%
4 Communication Services 9.59%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.1%
3,032
102
$360K 0.1%
1,627
+49
103
$358K 0.1%
16,350
+700
104
$338K 0.09%
3,139
105
$331K 0.09%
1,500
106
$328K 0.09%
6,101
107
$327K 0.09%
5,000
108
$322K 0.09%
2,331
109
$322K 0.09%
1,100
110
$309K 0.09%
610
111
$297K 0.08%
+5,465
112
$295K 0.08%
501
+15
113
$295K 0.08%
9,969
-231
114
$290K 0.08%
6,000
115
$287K 0.08%
4,845
116
$286K 0.08%
8,970
-1,912
117
$279K 0.08%
4,394
118
$272K 0.08%
11,325
+100
119
$257K 0.07%
+2,376
120
$245K 0.07%
2,273
121
$240K 0.07%
4,584
+16
122
$230K 0.06%
1,300
123
$230K 0.06%
8,358
124
$212K 0.06%
731
125
$204K 0.06%
616
2 3 4
5
6