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
501
$83.6K 0.01%
2,254
+21
502
$82.9K 0.01%
205
-8
503
$81.3K 0.01%
659
+14
504
$81.1K 0.01%
1,344
+24
505
$81.1K 0.01%
1,627
+28
506
$80.8K 0.01%
607
-93
507
$80.2K 0.01%
2,036
+515
508
$79.3K 0.01%
792
+16
509
$78.7K 0.01%
767
-1,256
510
$77.5K 0.01%
+3,972
511
$75.9K 0.01%
+2,557
512
$75.9K 0.01%
2,035
-21
513
$75.7K 0.01%
355
+71
514
$75.5K 0.01%
777
-111
515
$75.3K 0.01%
1,129
+40
516
$75.1K 0.01%
5,383
+107
517
$74.7K 0.01%
272
518
$74.6K 0.01%
2,229
-184
519
$74.5K 0.01%
10,028
+179
520
$73.9K 0.01%
513
-236
521
$73.8K 0.01%
292
-49
522
$73.7K 0.01%
2,141
+325
523
$73.1K 0.01%
645
+3
524
$72.6K 0.01%
918
+19
525
$72.5K 0.01%
747
+10
19 20
21
22 23