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
$650M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$2.2M
3 +$2.01M
4
AVY icon
Avery Dennison
AVY
+$1.19M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.15M

Top Sells

1 +$4.58M
2 +$3.94M
3 +$3.87M
4
VRSK icon
Verisk Analytics
VRSK
+$3.35M
5
CBOE icon
Cboe Global Markets
CBOE
+$3.19M

Sector Composition

1 Technology 22.06%
2 Healthcare 18.9%
3 Financials 15.97%
4 Industrials 10.1%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
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1,637
+22
352
$290K 0.04%
3,243
-1,702
353
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356
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359
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360
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361
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363
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365
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9,377
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372
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3,112
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373
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374
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3,328
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375
$250K 0.04%
3,648
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