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
$791M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.29M
3
+$2.43M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.19M
5
DRI icon
Darden Restaurants
DRI
+$2.01M

Top Sells

1
+$5.56M
2
+$4.26M
3
+$3.2M
4
BLK icon
Blackrock
BLK
+$2.67M
5
VST icon
Vistra
VST
+$2.58M

Sector Composition

1 Technology 24.73%
2 Financials 17.73%
3 Healthcare 15.96%
4 Industrials 10.53%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$813K 0.1%
3,098
-124
227
$804K 0.1%
4,926
+421
228
$791K 0.1%
5,960
+4,376
229
$789K 0.1%
3,086
-130
230
$777K 0.1%
514
-195
231
$773K 0.1%
13,409
-387
232
$771K 0.1%
1,069
-161
233
$768K 0.1%
6,600
-264
234
$766K 0.1%
613
-577
235
$763K 0.1%
7,981
-119
236
$754K 0.1%
1,918
-2,052
237
$746K 0.09%
11,133
-1,380
238
$745K 0.09%
9,175
-435
239
$743K 0.09%
730
+642
240
$735K 0.09%
9,056
-2,393
241
$732K 0.09%
7,533
-112
242
$730K 0.09%
5,802
+1,836
243
$727K 0.09%
9,473
+104
244
$713K 0.09%
3,132
-187
245
$695K 0.09%
26,318
-17,347
246
$693K 0.09%
9,904
-215
247
$692K 0.09%
2,511
-409
248
$678K 0.09%
7,691
+7,449
249
$675K 0.09%
5,107
+161
250
$672K 0.09%
2,180
+2,163
8 9
10
11 12