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
$739M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.59M
3
+$3.25M
4
NDAQ icon
Nasdaq
NDAQ
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.7M

Top Sells

1
+$6.2M
2
+$3.76M
3
+$2.78M
4
MRK icon
Merck
MRK
+$2.42M
5
MSI icon
Motorola Solutions
MSI
+$2.28M

Sector Composition

1 Technology 22.53%
2 Healthcare 17.5%
3 Financials 15.8%
4 Consumer Discretionary 9.76%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$238K 0.03%
17,644
+1,272
377
$237K 0.03%
908
-153
378
$233K 0.03%
+5,528
379
$231K 0.03%
+2,503
380
$231K 0.03%
+6,764
381
$230K 0.03%
+5,745
382
$229K 0.03%
+754
383
$229K 0.03%
+12,720
384
$227K 0.03%
4,223
+62
385
$226K 0.03%
1,744
+64
386
$222K 0.03%
554
-4
387
$222K 0.03%
+8,305
388
$221K 0.03%
7,588
-399
389
$221K 0.03%
861
-241
390
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+1,318
391
$217K 0.03%
+1,469
392
$214K 0.03%
+1,045
393
$211K 0.03%
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394
$209K 0.03%
22,279
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395
$207K 0.03%
22,977
-25,307
396
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397
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398
$206K 0.03%
1,005
-172
399
$205K 0.03%
+3,267
400
$205K 0.03%
+512
14 15
16
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