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
376
$207K 0.03%
1,272
-234
377
$206K 0.03%
+679
378
$202K 0.03%
+2,143
379
$197K 0.03%
3,424
-3,051
380
$197K 0.03%
+348
381
$195K 0.03%
+1,800
382
$195K 0.03%
11,693
+313
383
$193K 0.03%
+437
384
$190K 0.03%
+7,394
385
$190K 0.03%
2,109
-350
386
$189K 0.03%
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387
$188K 0.03%
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388
$184K 0.03%
+4,312
389
$183K 0.03%
3,033
-4,500
390
$182K 0.03%
+6,301
391
$181K 0.03%
+2,197
392
$180K 0.02%
+3,920
393
$180K 0.02%
4,432
-2,466
394
$176K 0.02%
+6,157
395
$176K 0.02%
5,461
-2,068
396
$175K 0.02%
+4,770
397
$173K 0.02%
2,138
-743
398
$171K 0.02%
+599
399
$170K 0.02%
647
-378
400
$170K 0.02%
1,898
-632
14 15
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