XWM
Xcel Wealth Management Portfolio holdings
AUM
$384M
1-Year Est. Return
21.71%
1 Year Est. Return
+21.71%
AUM
$351M
AUM Growth
+$30.4M
(+9.5%)
Holding
136
Top Buys
| 1 | +$4.29M | |
| 2 | +$3.73M | |
| 3 | +$2.39M | |
| 4 |
CAVA Group
CAVA
|
+$1.76M |
| 5 |
Microsoft
MSFT
|
+$1.22M |
Top Sells
| 1 | +$3.46M | |
| 2 | +$3.31M | |
| 3 | +$2.55M | |
| 4 |
Verizon
VZ
|
+$1.6M |
| 5 |
Marvell Technology
MRVL
|
+$845K |
Sector Composition
| 1 | Consumer Discretionary | 27.76% |
| 2 | Financials | 20.79% |
| 3 | Technology | 18.69% |
| 4 | Communication Services | 7.75% |
| 5 | Industrials | 6.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Eaton
ETN
$134B
| $240K | 0.07% |
+671
|
|
||
127
Ares Management
ARES
$37.4B
| $225K | 0.06% |
+1,300
|
|
||
128
Linde
LIN
$205B
| $225K | 0.06% |
479
+5
|
|
||
|
CIK
129
Credit Suisse Asset Management Income Fund
CIK
$156M
| $46.6K | 0.01% |
15,755
|
|
||
130
UnitedHealth
UNH
$300B
| – | – |
-505
|
|
||
131
American Water Works
AWK
$26B
| – | – |
-1,434
|
|
||
132
DuPont de Nemours
DD
$18B
| – | – |
-8,728
|
|
||
133
Newell Brands
NWL
$1.77B
| – | – |
-17,114
|
|
||
134
Rayonier
RYN
$3.98B
| – | – |
-19,801
|
|
||
135
Seacoast Banking Corp of Florida
SBCF
$3.31B
| – | – |
-8,358
|
|
||
136
Target
TGT
$50.4B
| – | – |
-2,470
|
|