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
326
$341K 0.04%
6,549
+6,520
327
$341K 0.04%
9,417
-1,276
328
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8,677
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330
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331
$337K 0.04%
1,806
+13
332
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-13,840
334
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+7,612
335
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20,164
-2,672
336
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337
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14,613
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338
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3,426
-55
339
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23,104
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340
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341
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343
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344
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11,116
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345
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767
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346
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347
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13,309
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348
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1,205
+1
349
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7,762
+7,467
350
$295K 0.04%
1,360
+320
12 13
14
15 16