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
601
$43.2K 0.01%
246
-3,372
602
$43K 0.01%
381
+36
603
$42.8K 0.01%
3,229
+68
604
$42.6K 0.01%
134
+10
605
$41.8K 0.01%
196
+173
606
$41.4K 0.01%
733
+10
607
$41.2K 0.01%
718
608
$41.2K 0.01%
1,376
+196
609
$41K 0.01%
881
610
$40.5K 0.01%
353
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611
$40.5K 0.01%
63
612
$39.8K 0.01%
1,828
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613
$39.1K ﹤0.01%
382
-245
614
$38.5K ﹤0.01%
+635
615
$38.4K ﹤0.01%
2,601
616
$38.4K ﹤0.01%
282
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$38.3K ﹤0.01%
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$38.2K ﹤0.01%
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$37.6K ﹤0.01%
927
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620
$37.5K ﹤0.01%
763
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621
$37.4K ﹤0.01%
168
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622
$37.2K ﹤0.01%
404
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623
$37K ﹤0.01%
2,065
-249
624
$36.9K ﹤0.01%
1,000
+105
625
$36.9K ﹤0.01%
462
-25
23 24
25
26 27