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
401
$205K 0.03%
+6,162
402
$204K 0.03%
+1,036
403
$203K 0.03%
+11,959
404
$203K 0.03%
+3,381
405
$202K 0.03%
+5,310
406
$202K 0.03%
+3,168
407
$202K 0.03%
20,203
+7,378
408
$201K 0.03%
+248
409
$180K 0.02%
11,449
+502
410
$173K 0.02%
+20,612
411
$165K 0.02%
10,080
-71
412
$152K 0.02%
+11,023
413
$124K 0.02%
19,137
-134
414
$123K 0.02%
+13,355
415
$119K 0.02%
+10,856
416
$115K 0.02%
22,910
+8,482
417
$103K 0.01%
+10,966
418
$81.9K 0.01%
20,017
-141
419
$72.9K 0.01%
21,073
+367
420
$50.1K 0.01%
11,312
421
– –
-7,984
422
– –
-8,377
423
– –
-6,465
424
– –
-3,243
425
– –
-8,613
15 16
17
18 19