SWS

SYSTM Wealth Solutions Portfolio holdings

AUM $3.29M
1-Year Est. Return 31.67%
This Quarter Est. Return
1 Year Est. Return
+31.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$739M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.59M
3
+$3.25M
4
NDAQ icon
Nasdaq
NDAQ
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.7M

Top Sells

1
+$6.2M
2
+$3.76M
3
+$2.78M
4
MRK icon
Merck
MRK
+$2.42M
5
MSI icon
Motorola Solutions
MSI
+$2.28M

Sector Composition

1 Technology 22.53%
2 Healthcare 17.5%
3 Financials 15.8%
4 Consumer Discretionary 9.76%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$800K 0.11%
11,836
-7
227
$798K 0.11%
34,654
-466
228
$795K 0.11%
+18,424
229
$794K 0.11%
23,753
+8,215
230
$791K 0.11%
3,488
+399
231
$789K 0.11%
5,419
+160
232
$771K 0.1%
27,416
-264
233
$769K 0.1%
11,288
-6
234
$767K 0.1%
13,762
+492
235
$749K 0.1%
12,353
-412
236
$745K 0.1%
4,442
+196
237
$744K 0.1%
25,386
+5,026
238
$743K 0.1%
1,753
+24
239
$741K 0.1%
3,158
-667
240
$728K 0.1%
14,050
+2,212
241
$723K 0.1%
2,763
+627
242
$722K 0.1%
7,588
+1,393
243
$718K 0.1%
9,300
-822
244
$715K 0.1%
15,689
+1,308
245
$712K 0.1%
1,457
-1,511
246
$704K 0.1%
22,401
+3,059
247
$697K 0.09%
10,825
-8
248
$690K 0.09%
3,269
+250
249
$682K 0.09%
8,157
-97
250
$679K 0.09%
1,525
+7
8 9
10
11 12