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
626
$38.5K 0.01%
+1,103
627
$38.5K 0.01%
+627
628
$37.6K 0.01%
+433
629
$37.6K 0.01%
+1,180
630
$37.3K 0.01%
+1,531
631
$37.1K 0.01%
+2,601
632
$37K 0.01%
+591
633
$36.9K 0.01%
+328
634
$36.9K 0.01%
+656
635
$36.9K 0.01%
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636
$36.9K 0.01%
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637
$36.6K 0.01%
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638
$36.6K 0.01%
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639
$36.1K 0.01%
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640
$35.5K ﹤0.01%
+166
641
$35.4K ﹤0.01%
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642
$35.3K ﹤0.01%
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$35.1K ﹤0.01%
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644
$34.7K ﹤0.01%
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645
$34.2K ﹤0.01%
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646
$34.1K ﹤0.01%
1,644
-18,780
647
$33.6K ﹤0.01%
+694
648
$33.6K ﹤0.01%
+2,317
649
$33.5K ﹤0.01%
+487
650
$33.3K ﹤0.01%
+594