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
351
$257K 0.04%
1,403
-347
352
$251K 0.03%
+1,844
353
$250K 0.03%
+3,865
354
$248K 0.03%
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-186
355
$248K 0.03%
2,430
-338
356
$247K 0.03%
+1,857
357
$242K 0.03%
5,906
-1,615
358
$241K 0.03%
12,186
-1,105
359
$241K 0.03%
381
-499
360
$238K 0.03%
12,660
-164
361
$237K 0.03%
3,037
-8,482
362
$235K 0.03%
3,056
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363
$228K 0.03%
2,948
-654
364
$227K 0.03%
1,530
-562
365
$227K 0.03%
13,367
366
$226K 0.03%
6,607
-7,517
367
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368
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+17,354
369
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4,245
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370
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1,426
-1,801
371
$218K 0.03%
20,141
372
$218K 0.03%
+715
373
$217K 0.03%
+1,584
374
$211K 0.03%
5,878
-1,158
375
$209K 0.03%
+1,628
13 14
15
16 17