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
$804M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.3M
3
+$12.2M
4
PEP icon
PepsiCo
PEP
+$12M
5
PFE icon
Pfizer
PFE
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.2%
2 Technology 18.98%
3 Financials 15.93%
4 Industrials 11.2%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$308K 0.04%
+3,311
402
$307K 0.04%
+4,209
403
$306K 0.04%
+4,446
404
$306K 0.04%
+4,548
405
$305K 0.04%
+4,134
406
$302K 0.04%
+6,700
407
$299K 0.04%
+16,248
408
$298K 0.04%
+2,098
409
$297K 0.04%
+1,066
410
$292K 0.04%
+9,758
411
$291K 0.04%
+13,068
412
$289K 0.04%
+8,408
413
$288K 0.04%
+4,282
414
$286K 0.04%
+8,222
415
$286K 0.04%
+3,976
416
$284K 0.04%
+709
417
$281K 0.03%
+4,506
418
$274K 0.03%
+3,632
419
$273K 0.03%
+1,029
420
$272K 0.03%
+2,028
421
$271K 0.03%
+4,365
422
$262K 0.03%
+3,390
423
$260K 0.03%
+1,615
424
$260K 0.03%
+1,916
425
$259K 0.03%
+11,440
15 16
17
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