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
476
$99.5K 0.01%
615
+55
477
$98.8K 0.01%
+4,857
478
$98K 0.01%
987
-911
479
$97.6K 0.01%
2,700
480
$95.7K 0.01%
+578
481
$95.7K 0.01%
1,257
+24
482
$95.5K 0.01%
496
+58
483
$95.1K 0.01%
365
-5
484
$93.6K 0.01%
8,516
-338
485
$92.1K 0.01%
340
+20
486
$92.1K 0.01%
878
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487
$91.9K 0.01%
481
488
$91.7K 0.01%
1,736
-86
489
$90.6K 0.01%
1,202
490
$90.4K 0.01%
+20,265
491
$89.8K 0.01%
1,979
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492
$89.2K 0.01%
170
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493
$88.2K 0.01%
2,681
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494
$88.1K 0.01%
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495
$88K 0.01%
3,195
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496
$88K 0.01%
1,617
-291
497
$85.5K 0.01%
2,165
+38
498
$85.2K 0.01%
+1,014
499
$85.1K 0.01%
655
-65
500
$83.6K 0.01%
332
18 19
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