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
451
$123K 0.02%
736
-158
452
$123K 0.02%
3,425
+141
453
$120K 0.02%
489
-32
454
$120K 0.02%
577
-31
455
$120K 0.02%
3,977
+2,496
456
$119K 0.02%
1,604
457
$118K 0.01%
2,547
+30
458
$117K 0.01%
284
-24
459
$115K 0.01%
2,278
+145
460
$115K 0.01%
8,350
-10,845
461
$115K 0.01%
17,859
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462
$114K 0.01%
2,404
463
$113K 0.01%
1,485
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464
$111K 0.01%
2,526
465
$111K 0.01%
637
466
$109K 0.01%
2,335
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467
$108K 0.01%
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468
$107K 0.01%
1,432
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$106K 0.01%
+19,389
470
$106K 0.01%
304
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471
$104K 0.01%
7,478
-3,088
472
$103K 0.01%
10,427
+202
473
$102K 0.01%
1,087
474
$101K 0.01%
1,615
475
$100K 0.01%
244
+28
17 18
19
20 21