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
551
$60K 0.01%
+137
552
$60K 0.01%
+494
553
$59.8K 0.01%
+3,161
554
$59.8K 0.01%
+284
555
$59.6K 0.01%
+627
556
$59.6K 0.01%
+4,024
557
$59.5K 0.01%
+233
558
$58.4K 0.01%
+3,424
559
$57.9K 0.01%
+5,276
560
$57.8K 0.01%
+515
561
$57.2K 0.01%
+2,145
562
$56.5K 0.01%
+2,829
563
$55.8K 0.01%
+817
564
$55.8K 0.01%
+791
565
$55.3K 0.01%
+1,816
566
$55K 0.01%
+1,176
567
$54.9K 0.01%
+561
568
$54.6K 0.01%
+1,671
569
$54.3K 0.01%
350
-6,464
570
$54.3K 0.01%
+411
571
$53.6K 0.01%
+1,846
572
$53.6K 0.01%
+397
573
$53.5K 0.01%
+1,802
574
$52.9K 0.01%
+1,503
575
$52.8K 0.01%
+1,424
21 22
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