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
26
$6.48M 0.82%
32,762
+1,729
27
$6.46M 0.82%
23,152
+484
28
$6.19M 0.78%
+31,844
29
$5.95M 0.75%
40,000
-1,974
30
$5.83M 0.74%
28,198
+474
31
$5.74M 0.73%
35,375
+5,458
32
$5.63M 0.71%
49,533
+6,027
33
$5.61M 0.71%
129,363
+7,216
34
$5.51M 0.7%
87,303
+16,455
35
$5.3M 0.67%
41,216
+41,096
36
$5.28M 0.67%
21,702
+2,799
37
$5.06M 0.64%
15,172
+2,209
38
$4.87M 0.62%
110,534
+9,054
39
$4.77M 0.6%
23,830
-3,034
40
$4.73M 0.6%
94,197
+11,327
41
$4.56M 0.58%
49,856
-1,195
42
$4.54M 0.57%
36,174
+216
43
$4.44M 0.56%
25,058
+4,306
44
$4.34M 0.55%
34,067
+2,807
45
$4.19M 0.53%
10,501
+5,494
46
$4.15M 0.52%
5,938
+147
47
$4.13M 0.52%
27,814
+669
48
$4.09M 0.52%
8,424
+607
49
$4.07M 0.51%
24,046
+10,840
50
$4.01M 0.51%
15,462
-4,035
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