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
651
$32.1K ﹤0.01%
+1,735
652
$32K ﹤0.01%
+555
653
$31.9K ﹤0.01%
+82
654
$31.7K ﹤0.01%
+912
655
$31.7K ﹤0.01%
699
-9,537
656
$30.6K ﹤0.01%
+404
657
$30.5K ﹤0.01%
+91
658
$30.2K ﹤0.01%
+184
659
$29.9K ﹤0.01%
+895
660
$29.6K ﹤0.01%
+261
661
$29.6K ﹤0.01%
+270
662
$29.5K ﹤0.01%
+29
663
$29.3K ﹤0.01%
+477
664
$29K ﹤0.01%
+50
665
$29K ﹤0.01%
+344
666
$29K ﹤0.01%
+172
667
$28.7K ﹤0.01%
+195
668
$28.6K ﹤0.01%
+709
669
$28.5K ﹤0.01%
+1,800
670
$28.2K ﹤0.01%
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671
$28.2K ﹤0.01%
+2,922
672
$28.2K ﹤0.01%
+74
673
$27.8K ﹤0.01%
+753
674
$27.8K ﹤0.01%
+56
675
$27.4K ﹤0.01%
+449