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
551
$61.4K 0.01%
8,999
-4,007
552
$60.8K 0.01%
3,998
+2,711
553
$60.5K 0.01%
3,496
+72
554
$60.2K 0.01%
707
+258
555
$60.1K 0.01%
334
+65
556
$59.3K 0.01%
1,833
+31
557
$57.6K 0.01%
445
-163
558
$57.4K 0.01%
974
-27
559
$56.8K 0.01%
143
+5
560
$56.6K 0.01%
668
-11
561
$56.2K 0.01%
432
-188
562
$56.1K 0.01%
453
+56
563
$55.8K 0.01%
1,252
+32
564
$55.3K 0.01%
858
+67
565
$55K 0.01%
2,885
+56
566
$55K 0.01%
320
567
$53.9K 0.01%
263
-61
568
$51.5K 0.01%
1,176
569
$51K 0.01%
1,187
+178
570
$50.6K 0.01%
1,099
-1,928
571
$50K 0.01%
167
-28
572
$49.2K 0.01%
1,780
+11
573
$49.1K 0.01%
+5,830
574
$49K 0.01%
270
-37
575
$48.8K 0.01%
4,402
-2,295
21 22
23
24 25