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
$269M
AUM Growth
-$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$5.75M
2 +$3.17M
3 +$2.38M
4
BAC icon
Bank of America
BAC
+$2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.85M

Top Sells

1 +$1.9M
2 +$1.27M
3 +$1.19M
4
NWL icon
Newell Brands
NWL
+$1.18M
5
GE icon
GE Aerospace
GE
+$1.16M

Sector Composition

1 Technology 19.28%
2 Consumer Discretionary 18.91%
3 Communication Services 14.38%
4 Financials 12.42%
5 Healthcare 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-23,366
127
-9,350