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
651
$30.1K ﹤0.01%
1,138
+36
652
$29.8K ﹤0.01%
335
-692
653
$29.6K ﹤0.01%
912
654
$29.5K ﹤0.01%
75
+1
655
$29.5K ﹤0.01%
1,579
-156
656
$29.4K ﹤0.01%
1,099
+22
657
$29K ﹤0.01%
230
+33
658
$28.7K ﹤0.01%
186
659
$28.6K ﹤0.01%
1,138
-3,277
660
$28.4K ﹤0.01%
707
-1,309
661
$27.7K ﹤0.01%
335
-117
662
$27.7K ﹤0.01%
689
+10
663
$26.9K ﹤0.01%
495
-350
664
$26.2K ﹤0.01%
709
665
$26.1K ﹤0.01%
502
+11
666
$26K ﹤0.01%
263
+21
667
$25.5K ﹤0.01%
262
668
$24.6K ﹤0.01%
1,257
+370
669
$24.4K ﹤0.01%
156
+79
670
$24.1K ﹤0.01%
+563
671
$23.6K ﹤0.01%
249
+22
672
$23.5K ﹤0.01%
152
-5
673
$23.2K ﹤0.01%
297
+2
674
$23.2K ﹤0.01%
128
+8
675
$23.2K ﹤0.01%
219
25 26
27
28 29