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
$722M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.51M
3
+$4.17M
4
MCHP icon
Microchip Technology
MCHP
+$3.46M
5
APD icon
Air Products & Chemicals
APD
+$2.52M

Top Sells

1
+$3.22M
2
+$2.15M
3
+$1.9M
4
KMX icon
CarMax
KMX
+$1.38M
5
IRTC icon
iRhythm Technologies
IRTC
+$1.23M

Sector Composition

1 Technology 25.19%
2 Financials 17.35%
3 Healthcare 16.03%
4 Industrials 10.22%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$598K 0.08%
4,492
+881
252
$595K 0.08%
5,896
-739
253
$589K 0.08%
12,539
+6,317
254
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2,457
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255
$582K 0.08%
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256
$577K 0.08%
8,652
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257
$575K 0.08%
2,614
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258
$571K 0.08%
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259
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5,648
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260
$559K 0.08%
9,610
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261
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2,493
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262
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7,047
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$544K 0.08%
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264
$535K 0.07%
5,144
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265
$523K 0.07%
4,163
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268
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3,917
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269
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5,159
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271
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4,157
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272
$505K 0.07%
3,385
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273
$505K 0.07%
+2,490
274
$504K 0.07%
15,678
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275
$501K 0.07%
3,966
-72
9 10
11
12 13