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
351
$295K 0.04%
1,593
+1,552
352
$292K 0.04%
2,013
+82
353
$289K 0.04%
1,436
-94
354
$274K 0.03%
+5,529
355
$272K 0.03%
2,190
-2,969
356
$271K 0.03%
1,561
+158
357
$270K 0.03%
28,500
-11,057
358
$269K 0.03%
+2,372
359
$267K 0.03%
3,352
+3,283
360
$266K 0.03%
3,056
361
$265K 0.03%
1,481
-23,766
362
$264K 0.03%
1,309
-1,148
363
$262K 0.03%
1,479
+53
364
$262K 0.03%
1,198
-17
365
$262K 0.03%
2,307
+164
366
$260K 0.03%
383
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367
$254K 0.03%
1,994
+449
368
$253K 0.03%
3,915
+3,168
369
$252K 0.03%
+554
370
$250K 0.03%
12,493
+800
371
$246K 0.03%
1,154
+948
372
$245K 0.03%
3,461
+428
373
$244K 0.03%
3,530
-390
374
$241K 0.03%
1,881
+26
375
$239K 0.03%
1,206
+856
13 14
15
16 17