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
426
$130K 0.02%
+521
427
$129K 0.02%
+8,847
428
$127K 0.02%
+2,526
429
$124K 0.02%
13,511
-7,466
430
$124K 0.02%
+3,440
431
$123K 0.02%
308
-555
432
$123K 0.02%
+536
433
$122K 0.02%
+855
434
$120K 0.02%
+2,133
435
$120K 0.02%
+2,404
436
$119K 0.02%
434
-647
437
$118K 0.02%
+10,403
438
$117K 0.02%
1,578
-1,927
439
$117K 0.02%
+1,615
440
$117K 0.02%
17,518
441
$117K 0.02%
+843
442
$114K 0.02%
+500
443
$113K 0.02%
+3,138
444
$113K 0.02%
+3,284
445
$111K 0.02%
+5,666
446
$110K 0.02%
+2,517
447
$110K 0.02%
+2,032
448
$110K 0.02%
+699
449
$109K 0.02%
+8,017
450
$107K 0.01%
+2,371
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