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
$651M
AUM Growth
-$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.41M
3
+$1.21M
4
PWR icon
Quanta Services
PWR
+$1.17M
5
RTX icon
RTX Corp
RTX
+$1.15M

Top Sells

1
+$3.64M
2
+$3.25M
3
+$2.67M
4
LOW icon
Lowe's Companies
LOW
+$2.34M
5
CVX icon
Chevron
CVX
+$1.93M

Sector Composition

1 Technology 23.22%
2 Financials 17.37%
3 Healthcare 16.94%
4 Industrials 9.58%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$395K 0.06%
6,901
-4,241
302
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22,696
+195
303
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306
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307
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311
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313
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315
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322
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863
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325
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10,082
11 12
13
14 15