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
501
$76.9K 0.01%
+4,060
502
$76.1K 0.01%
+879
503
$76.1K 0.01%
+735
504
$75.6K 0.01%
+320
505
$74.9K 0.01%
+438
506
$74.6K 0.01%
+737
507
$74.4K 0.01%
10,298
-1,014
508
$73.7K 0.01%
+493
509
$73.5K 0.01%
+776
510
$73.4K 0.01%
+6,697
511
$73.4K 0.01%
+1,320
512
$73.2K 0.01%
+13,006
513
$73K 0.01%
+88
514
$72.2K 0.01%
+2,967
515
$72K 0.01%
+1,521
516
$71.8K 0.01%
+272
517
$71.8K 0.01%
+1,169
518
$71.6K 0.01%
+1,424
519
$71.6K 0.01%
+851
520
$71.1K 0.01%
+2,179
521
$71K 0.01%
+1,202
522
$70.8K 0.01%
+1,358
523
$70.4K 0.01%
+2,388
524
$70.3K 0.01%
+8,544
525
$69.9K 0.01%
+809