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
$739M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.59M
3
+$3.25M
4
NDAQ icon
Nasdaq
NDAQ
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.7M

Top Sells

1
+$6.2M
2
+$3.76M
3
+$2.78M
4
MRK icon
Merck
MRK
+$2.42M
5
MSI icon
Motorola Solutions
MSI
+$2.28M

Sector Composition

1 Technology 22.53%
2 Healthcare 17.5%
3 Financials 15.8%
4 Consumer Discretionary 9.76%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 0.73%
48,764
+6,988
27
$5.33M 0.72%
128,382
+15,205
28
$4.99M 0.68%
34,330
+5,559
29
$4.86M 0.66%
93,922
-72,650
30
$4.77M 0.65%
84,088
+63,383
31
$4.67M 0.63%
89,503
+12,069
32
$4.67M 0.63%
72,954
-24
33
$4.64M 0.63%
30,564
+7,659
34
$4.57M 0.62%
41,935
-5,799
35
$4.47M 0.6%
28,387
-3,211
36
$4.4M 0.6%
13,641
-1,943
37
$4.25M 0.58%
49,040
+6,170
38
$4.25M 0.58%
12,307
+432
39
$4.03M 0.55%
88,892
+59,538
40
$4.02M 0.54%
38,766
+11,125
41
$3.96M 0.54%
11,609
+1,351
42
$3.91M 0.53%
17,344
+351
43
$3.9M 0.53%
11,749
-1,653
44
$3.83M 0.52%
28,908
+333
45
$3.78M 0.51%
24,047
+3,209
46
$3.77M 0.51%
42,739
+705
47
$3.75M 0.51%
5,426
-428
48
$3.69M 0.5%
52,854
-6,085
49
$3.68M 0.5%
53,183
+3,936
50
$3.64M 0.49%
21,177
-1,527
1
2
3 4 5