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
451
$107K 0.01%
+1,087
452
$107K 0.01%
+1,604
453
$104K 0.01%
+637
454
$103K 0.01%
+2,321
455
$102K 0.01%
+208
456
$102K 0.01%
+2,947
457
$102K 0.01%
+749
458
$102K 0.01%
+608
459
$99.5K 0.01%
720
-168
460
$99.4K 0.01%
+1,908
461
$96.5K 0.01%
+700
462
$94.5K 0.01%
+2,700
463
$93.1K 0.01%
+1,699
464
$92.2K 0.01%
+1,822
465
$91.6K 0.01%
+1,498
466
$91.2K 0.01%
+9,849
467
$91.2K 0.01%
+1,431
468
$90.2K 0.01%
+419
469
$90.1K 0.01%
+370
470
$89.8K 0.01%
+328
471
$89.5K 0.01%
+1,122
472
$88.9K 0.01%
+4,415
473
$88.2K 0.01%
+4,095
474
$87.4K 0.01%
+183
475
$87.2K 0.01%
10,225
17 18
19
20 21