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
476
$86.4K 0.01%
+560
477
$86.3K 0.01%
+2,233
478
$86K 0.01%
+481
479
$84.5K 0.01%
+849
480
$84.4K 0.01%
24,105
-143
481
$84K 0.01%
+888
482
$84K 0.01%
+3,998
483
$83.9K 0.01%
+188
484
$83.5K 0.01%
+282
485
$83.3K 0.01%
+8,854
486
$82.9K 0.01%
8,568
-14,837
487
$82.3K 0.01%
+1,605
488
$81.8K 0.01%
+608
489
$81.5K 0.01%
+1,623
490
$80.6K 0.01%
+259
491
$79.6K 0.01%
+721
492
$79.3K 0.01%
+620
493
$79K 0.01%
+1,027
494
$78.8K 0.01%
+2,016
495
$78.1K 0.01%
+1,233
496
$78K 0.01%
216
-1,833
497
$77.2K 0.01%
+645
498
$77.1K 0.01%
+617
499
$77K 0.01%
+2,127
500
$77K 0.01%
+341
18 19
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