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
$320M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$5.66M
2 +$1.96M
3 +$1.33M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$1.22M
5
PFE icon
Pfizer
PFE
+$979K

Top Sells

1 +$5.07M
2 +$2.44M
3 +$1.34M
4
CELH icon
Celsius Holdings
CELH
+$1.31M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$824K

Sector Composition

1 Consumer Discretionary 28.52%
2 Financials 17.4%
3 Technology 14.47%
4 Communication Services 10.26%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$46.8K 0.01%
15,875
127
-2,400
128
-1,055
129
-6,323
130
-23,984