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
601
$45.3K 0.01%
+718
602
$44.3K 0.01%
+1,456
603
$43.9K 0.01%
+881
604
$43.7K 0.01%
+303
605
$43K 0.01%
+667
606
$42.6K 0.01%
1,323
-5,644
607
$42.5K 0.01%
+2,314
608
$42.4K 0.01%
+1,481
609
$42.3K 0.01%
+764
610
$42.3K 0.01%
+798
611
$41.1K 0.01%
+611
612
$40.4K 0.01%
+1,375
613
$40.4K 0.01%
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614
$40.1K 0.01%
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615
$39.8K 0.01%
+452
616
$39.8K 0.01%
+357
617
$39.4K 0.01%
+1,009
618
$39.4K 0.01%
163
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619
$39.2K 0.01%
+197
620
$39.2K 0.01%
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621
$39.1K 0.01%
+1,835
622
$38.7K 0.01%
538
-11,170
623
$38.6K 0.01%
+615
624
$38.6K 0.01%
+264
625
$38.6K 0.01%
+1,866
23 24
25
26 27