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
251
$668K 0.08%
9,517
-430
252
$659K 0.08%
6,818
-290
253
$655K 0.08%
1,253
+1,045
254
$654K 0.08%
8,644
-8
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2,066
+1,982
256
$641K 0.08%
3,368
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257
$639K 0.08%
2,495
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258
$630K 0.08%
9,630
-1,916
259
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6,740
-585
260
$621K 0.08%
34,076
+7,041
261
$619K 0.08%
2,607
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262
$615K 0.08%
4,238
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263
$612K 0.08%
12,965
+6,512
264
$607K 0.08%
4,078
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265
$605K 0.08%
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266
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267
$581K 0.07%
25,254
+2,682
268
$579K 0.07%
4,395
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269
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2,241
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270
$569K 0.07%
5,254
-3,797
271
$567K 0.07%
3,310
+1,671
272
$563K 0.07%
10,610
-3,589
273
$551K 0.07%
11,208
-1,331
274
$549K 0.07%
1,314
-1,008
275
$546K 0.07%
2,428
-186
9 10
11
12 13