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
276
$538K 0.07%
3,129
-256
277
$537K 0.07%
958
+138
278
$535K 0.07%
3,104
-9
279
$528K 0.07%
12,208
-968
280
$509K 0.06%
11,525
-1,709
281
$508K 0.06%
13,776
-13
282
$506K 0.06%
4,352
-1,296
283
$501K 0.06%
41,971
+41,019
284
$497K 0.06%
3,188
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285
$492K 0.06%
4,371
-602
286
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287
$483K 0.06%
7,454
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288
$468K 0.06%
10,861
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289
$466K 0.06%
10,249
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290
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2,875
+1,031
291
$447K 0.06%
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292
$446K 0.06%
6,183
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293
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15,358
-2,974
294
$441K 0.06%
3,601
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295
$439K 0.06%
11,943
-22
296
$436K 0.06%
4,430
-1,466
297
$432K 0.05%
3,824
+11
298
$432K 0.05%
43,072
-44,405
299
$426K 0.05%
732
+3
300
$425K 0.05%
260
10 11
12
13 14