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
401
$169K 0.02%
+3,890
402
$168K 0.02%
+1,415
403
$167K 0.02%
+208
404
$166K 0.02%
1,545
-1,527
405
$164K 0.02%
+5,347
406
$162K 0.02%
+2,490
407
$161K 0.02%
+1,077
408
$155K 0.02%
2,023
-8,450
409
$152K 0.02%
+2,783
410
$152K 0.02%
+1,869
411
$151K 0.02%
10,566
-749
412
$151K 0.02%
+327
413
$149K 0.02%
+3,027
414
$149K 0.02%
+1,838
415
$141K 0.02%
+882
416
$141K 0.02%
+2,114
417
$139K 0.02%
+675
418
$137K 0.02%
+377
419
$137K 0.02%
+2,032
420
$135K 0.02%
+1,690
421
$133K 0.02%
+3,837
422
$133K 0.02%
+1,222
423
$133K 0.02%
+894
424
$131K 0.02%
+547
425
$131K 0.02%
+397
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