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
$361M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.03M
4
BLK icon
Blackrock
BLK
+$724K
5
DIS icon
Walt Disney
DIS
+$633K

Top Sells

1
+$1.21M
2
+$794K
3
+$732K
4
CELH icon
Celsius Holdings
CELH
+$708K
5
TGT icon
Target
TGT
+$669K

Sector Composition

1 Consumer Discretionary 34.31%
2 Financials 17.02%
3 Technology 15.47%
4 Communication Services 9.59%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45.5K 0.01%
15,755
127
– –
-1,434
128
– –
-474
129
– –
-1,892
2 3 4 5
6