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
401
$192K 0.02%
6,263
-2,843
402
$191K 0.02%
635
-12
403
$190K 0.02%
339
-9
404
$187K 0.02%
10,101
-2,256
405
$185K 0.02%
434
-3
406
$184K 0.02%
4,759
-11
407
$183K 0.02%
792
-152
408
$183K 0.02%
3,016
-849
409
$182K 0.02%
1,946
-163
410
$178K 0.02%
+8,736
411
$177K 0.02%
4,131
-3,163
412
$177K 0.02%
5,102
413
$172K 0.02%
1,171
+289
414
$171K 0.02%
675
415
$170K 0.02%
+4,267
416
$166K 0.02%
1,415
417
$165K 0.02%
570
-145
418
$165K 0.02%
8,543
-3,611
419
$162K 0.02%
5,052
-409
420
$162K 0.02%
599
421
$160K 0.02%
2,188
+50
422
$160K 0.02%
1,741
+1,083
423
$159K 0.02%
8,470
-3,716
424
$154K 0.02%
1,791
-47
425
$154K 0.02%
2,551
+61
15 16
17
18 19