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
526
$71.2K 0.01%
617
+56
527
$70.9K 0.01%
570
+55
528
$70.5K 0.01%
847
529
$70.5K 0.01%
1,096
+57
530
$70.4K 0.01%
857
+6
531
$70.1K 0.01%
2,891
-76
532
$69.6K 0.01%
4,060
533
$69.6K 0.01%
119
-18
534
$68.5K 0.01%
733
535
$67.6K 0.01%
211
-22
536
$66.5K 0.01%
354
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537
$66.3K 0.01%
5,123
-16,671
538
$65.8K 0.01%
135
+1
539
$65.8K 0.01%
791
+153
540
$65.7K 0.01%
990
541
$64.9K 0.01%
436
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$64.5K 0.01%
636
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$64.4K 0.01%
237
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$63.7K 0.01%
1,763
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$63.4K 0.01%
827
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$63.2K 0.01%
513
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$62.9K 0.01%
1,091
+274
548
$62.9K 0.01%
511
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549
$62.2K 0.01%
983
-186
550
$61.6K 0.01%
1,179
-179
20 21
22
23 24