XWM

Xcel Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 21.71%
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.9M
3
+$1.23M
4
AMD icon
Advanced Micro Devices
AMD
+$1.1M
5
BA icon
Boeing
BA
+$1.1M

Top Sells

1
+$4.57M
2
+$1.69M
3
+$855K
4
CRM icon
Salesforce
CRM
+$603K
5
JPM icon
JPMorgan Chase
JPM
+$471K

Sector Composition

1 Consumer Discretionary 31.61%
2 Financials 16.33%
3 Technology 15.37%
4 Communication Services 9.63%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48.7K 0.01%
15,755
-120
127
– –
-690
128
– –
-1,182
129
– –
-1,400
130
– –
-3,967
131
– –
-6,639
2 3 4 5
6