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
251
$679K 0.09%
6,582
+290
252
$676K 0.09%
9,861
-94
253
$674K 0.09%
11,738
+466
254
$673K 0.09%
+8,077
255
$666K 0.09%
2,210
+139
256
$659K 0.09%
1,873
-322
257
$658K 0.09%
5,431
-205
258
$656K 0.09%
19,630
+211
259
$653K 0.09%
+10,116
260
$648K 0.09%
1,408
-3
261
$642K 0.09%
7,153
+971
262
$633K 0.09%
5,837
+87
263
$629K 0.09%
957
-6
264
$627K 0.08%
7,387
-98
265
$624K 0.08%
17,330
+2,117
266
$618K 0.08%
+3,366
267
$601K 0.08%
13,361
-448
268
$592K 0.08%
7,874
+4,738
269
$592K 0.08%
4,002
+2,010
270
$591K 0.08%
3,392
+663
271
$589K 0.08%
786
-147
272
$586K 0.08%
3,940
+21
273
$580K 0.08%
10,896
-156
274
$576K 0.08%
5,032
+302
275
$563K 0.08%
9,974
-135
9 10
11
12 13