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
301
$420K 0.05%
1,699
+174
302
$420K 0.05%
832
-1,458
303
$413K 0.05%
2,835
+185
304
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3,405
-752
305
$401K 0.05%
6,015
+5,858
306
$401K 0.05%
13,341
-2,337
307
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2,084
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308
$391K 0.05%
2,975
-138
309
$390K 0.05%
6,476
-142
310
$389K 0.05%
12,665
-2,961
311
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3,816
-72
312
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5,755
-52
313
$384K 0.05%
6,253
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314
$383K 0.05%
+10,234
315
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13,523
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316
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3,241
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317
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20,717
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318
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2,668
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319
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1,464
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320
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785
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321
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1,303
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322
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1,137
-156
323
$354K 0.04%
844
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324
$351K 0.04%
6,818
-386
325
$345K 0.04%
5,920
-903
11 12
13
14 15