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
$342M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.86M
3
+$1.24M
4
UPS icon
United Parcel Service
UPS
+$1.18M
5
AMD icon
Advanced Micro Devices
AMD
+$1.02M

Top Sells

1
+$4.22M
2
+$1.71M
3
+$794K
4
CRM icon
Salesforce
CRM
+$564K
5
JPM icon
JPMorgan Chase
JPM
+$470K

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