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
301
$375K 0.05%
827
-365
302
$372K 0.05%
1,525
-819
303
$369K 0.05%
2,650
+817
304
$369K 0.05%
260
305
$368K 0.05%
9,336
-961
306
$365K 0.05%
3,888
-8,200
307
$364K 0.05%
6,823
-1,977
308
$360K 0.05%
21,099
-1,597
309
$355K 0.05%
+5,807
310
$355K 0.05%
5,847
-1,054
311
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3,481
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312
$348K 0.05%
6,618
-1,740
313
$344K 0.05%
15,085
+1,079
314
$343K 0.05%
22,836
+8,717
315
$341K 0.05%
21,794
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316
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317
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1,793
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318
$337K 0.05%
5,721
+1,093
319
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+1,670
320
$334K 0.05%
+6,547
321
$330K 0.05%
1,454
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322
$324K 0.04%
1,988
+24
323
$322K 0.04%
7,097
+144
324
$317K 0.04%
4,150
+349
325
$312K 0.04%
39,557
+3,408
11 12
13
14 15