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
326
$311K 0.04%
1,293
-86
327
$304K 0.04%
2,220
-218
328
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+1,204
329
$294K 0.04%
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-1,384
330
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1,915
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331
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813
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332
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333
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6,799
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335
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336
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337
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12,485
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338
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339
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12,154
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340
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7,294
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341
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17,294
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344
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345
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347
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-1,811
348
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1,170
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349
$261K 0.04%
15,547
-1,524
350
$261K 0.04%
740
-36
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