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
626
$36.8K ﹤0.01%
1,531
627
$36.6K ﹤0.01%
136
-4
628
$36.5K ﹤0.01%
691
-45,437
629
$36.4K ﹤0.01%
2,504
+187
630
$36K ﹤0.01%
562
-1,016
631
$35.9K ﹤0.01%
661
+5
632
$35.9K ﹤0.01%
601
+124
633
$35.9K ﹤0.01%
29
634
$35.5K ﹤0.01%
186
+2
635
$34.7K ﹤0.01%
+586
636
$33.7K ﹤0.01%
+719
637
$33K ﹤0.01%
262
+1
638
$33K ﹤0.01%
54
-2
639
$32.6K ﹤0.01%
488
+42
640
$32.3K ﹤0.01%
545
-10
641
$31.8K ﹤0.01%
197
642
$31.6K ﹤0.01%
441
-282
643
$31.6K ﹤0.01%
1,985
644
$31.3K ﹤0.01%
342
+43
645
$31.3K ﹤0.01%
623
+65
646
$31K ﹤0.01%
339
+99
647
$30.7K ﹤0.01%
102
-295
648
$30.6K ﹤0.01%
414
+149
649
$30.5K ﹤0.01%
291
+54
650
$30.3K ﹤0.01%
582
24 25
26
27 28