XWM

Xcel Wealth Management Portfolio holdings

AUM $390M
1-Year Est. Return 15.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.86%
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
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$2.07M
3
+$1.22M
4
F icon
Ford
F
+$1.22M
5
PANW icon
Palo Alto Networks
PANW
+$1M

Top Sells

1
+$4.72M
2
+$1.28M
3
+$1.08M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$781K
5
BLMN icon
Bloomin' Brands
BLMN
+$633K

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
$204K 0.06%
+1,892
127
$46.8K 0.01%
15,875
128
– –
-2,400
129
– –
-1,055
130
– –
-6,323
2 3 4 5
6