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
426
$152K 0.02%
504
+70
427
$151K 0.02%
4,335
-1,543
428
$151K 0.02%
3,242
+459
429
$149K 0.02%
1,869
430
$146K 0.02%
8,280
+263
431
$145K 0.02%
1,287
+65
432
$144K 0.02%
13,511
433
$141K 0.02%
3,108
-30
434
$141K 0.02%
9,021
+174
435
$140K 0.02%
2,303
+271
436
$139K 0.02%
547
437
$136K 0.02%
870
+15
438
$134K 0.02%
1,709
+19
439
$134K 0.02%
3,590
+643
440
$131K 0.02%
528
-8
441
$130K 0.02%
2,217
+185
442
$130K 0.02%
1,801
-5,246
443
$129K 0.02%
822
+715
444
$128K 0.02%
875
+32
445
$128K 0.02%
5,762
+96
446
$127K 0.02%
2,075
+1,136
447
$126K 0.02%
3,809
-1,538
448
$126K 0.02%
4,527
+432
449
$125K 0.02%
2,889
+1,921
450
$124K 0.02%
+1,749
16 17
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