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
376
$235K 0.03%
6,823
-2,513
377
$231K 0.03%
19,325
-816
378
$230K 0.03%
1,317
+1,145
379
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1,317
+45
380
$230K 0.03%
5,754
-152
381
$223K 0.03%
3,553
-92
382
$223K 0.03%
3,342
+3,196
383
$223K 0.03%
1,709
-148
384
$222K 0.03%
6,616
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385
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386
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4,677
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387
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3,782
-1,571
388
$218K 0.03%
824
+324
389
$217K 0.03%
2,450
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390
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12,341
-3,206
391
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392
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1,903
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393
$213K 0.03%
1,550
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394
$209K 0.03%
376
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395
$208K 0.03%
7,304
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396
$200K 0.03%
2,813
-636
397
$199K 0.03%
3,426
+2
398
$194K 0.02%
22,865
+14,321
399
$194K 0.02%
3,360
-885
400
$193K 0.02%
234
+26
14 15
16
17 18