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
576
$52K 0.01%
+1,815
577
$51.8K 0.01%
+2,151
578
$51.3K 0.01%
+695
579
$50.7K 0.01%
+638
580
$50.7K 0.01%
+723
581
$50.6K 0.01%
+1,216
582
$50.5K 0.01%
+1,176
583
$50.4K 0.01%
+392
584
$49.5K 0.01%
+574
585
$49.4K 0.01%
+269
586
$49.2K 0.01%
+1,311
587
$49K 0.01%
+1,202
588
$48.8K 0.01%
+138
589
$48.7K 0.01%
+845
590
$48.5K 0.01%
+968
591
$48.2K 0.01%
+320
592
$47.7K 0.01%
+1,638
593
$47.7K 0.01%
+195
594
$47.3K 0.01%
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595
$47.1K 0.01%
1,001
-7,060
596
$47K 0.01%
+345
597
$47K 0.01%
+1,769
598
$46.9K 0.01%
+1,220
599
$46.6K 0.01%
747
-3,356
600
$45.4K 0.01%
206
-939
22 23
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