XWM
Xcel Wealth Management Portfolio holdings
AUM
$351M
This Quarter Return
+8.61%
1 Year Return
+20.48%
3 Year Return
+92.69%
5 Year Return
+150.46%
10 Year Return
–
AUM
$389M
AUM Growth
+$389M
(+13%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
5.39%
Top 10 Holdings %
Top 10 Hldgs %
34.11%
Holding
148
New
13
Increased
68
Reduced
51
Closed
6
Top Buys
| 1 |
Affirm
AFRM
|
$5.46M |
| 2 |
Bloomin' Brands
BLMN
|
$4.31M |
| 3 |
Skyworks Solutions
SWKS
|
$3.91M |
| 4 |
Walt Disney
DIS
|
$1.46M |
| 5 |
Medtronic
MDT
|
$1.44M |
Top Sells
| 1 |
AT&T
T
|
$2.64M |
| 2 |
B
Barrick Mining Corporation
B
|
$1.35M |
| 3 |
Merck
MRK
|
$1.02M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.02M |
| 5 |
Verizon
VZ
|
$668K |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Consumer Discretionary | 17% |
| 3 | Healthcare | 16.48% |
| 4 | Communication Services | 10.95% |
| 5 | Industrials | 10.71% |
