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

Top Buys

1
+$2.12M
2
+$1.6M
3
+$976K
4
PLTR icon
Palantir
PLTR
+$773K
5
BLK icon
Blackrock
BLK
+$731K

Top Sells

1
+$1.18M
2
+$715K
3
+$671K
4
MS icon
Morgan Stanley
MS
+$642K
5
TGT icon
Target
TGT
+$631K

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
– –
-1,892
128
– –
-1,434
129
– –
-474
2 3 4 5
6