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XWM

Xcel Wealth Management Portfolio holdings

AUM $360M
1-Year Est. Return 19.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.34M
3
+$1.2M
4
DD icon
DuPont de Nemours
DD
+$1.11M
5
CAT icon
Caterpillar
CAT
+$1.1M

Top Sells

1
+$3.14M
2
+$748K
3
+$459K
4
UPS icon
United Parcel Service
UPS
+$447K
5
YETI icon
Yeti Holdings
YETI
+$438K

Sector Composition

1 Consumer Discretionary 27.06%
2 Financials 19.99%
3 Technology 19.35%
4 Industrials 7.37%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$449K 0.12%
18,000
102
$443K 0.12%
2,854
-150
103
$423K 0.11%
1,800
104
$412K 0.11%
1,460
105
$409K 0.11%
719
106
$409K 0.11%
1,454
+4
107
$407K 0.11%
2,900
-156
108
$404K 0.11%
1,671
+65
109
$390K 0.1%
19,123
-4,138
110
$384K 0.1%
2,297
+60
111
$379K 0.1%
7,450
-500
112
$374K 0.1%
2,331
113
$372K 0.1%
1,569
-781
114
$371K 0.1%
5,601
-913
115
$369K 0.1%
1,542
+42
116
$334K 0.09%
5,000
117
$332K 0.09%
1,480
-14
118
$330K 0.09%
9,584
-184
119
$329K 0.09%
19,150
+1,000
120
$326K 0.08%
4,845
121
$322K 0.08%
480
+7
122
$300K 0.08%
801
+130
123
$288K 0.08%
378
-40
124
$285K 0.07%
6,000
125
$283K 0.07%
4,055
2 3 4
5
6