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
$274M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.29M
3
+$2.08M
4
QCOM icon
Qualcomm
QCOM
+$1.11M
5
DIS icon
Walt Disney
DIS
+$934K

Top Sells

1
+$3.78M
2
+$3.73M
3
+$3.28M
4
HRB icon
H&R Block
HRB
+$2.4M
5
WM icon
Waste Management
WM
+$2.07M

Sector Composition

1 Technology 19.02%
2 Communication Services 16.7%
3 Consumer Discretionary 15.22%
4 Healthcare 14.69%
5 Financials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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129
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130
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133
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139
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140
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141
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-6,946
2 3 4 5
6