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
526
$69.4K 0.01%
+2,283
527
$68.9K 0.01%
+679
528
$68.9K 0.01%
+2,413
529
$68.5K 0.01%
+1,089
530
$68K 0.01%
+324
531
$68K 0.01%
+2,056
532
$66.9K 0.01%
+1,024
533
$66.1K 0.01%
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534
$65.4K 0.01%
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535
$65.3K 0.01%
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536
$64.7K 0.01%
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537
$64.5K 0.01%
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538
$64K 0.01%
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539
$63.6K 0.01%
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540
$63.2K 0.01%
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541
$62.5K 0.01%
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542
$61.9K 0.01%
1,599
-5,190
543
$61.3K 0.01%
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544
$60.9K 0.01%
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546
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547
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548
$60.3K 0.01%
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549
$60.2K 0.01%
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550
$60.1K 0.01%
+658