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
676
$27.3K ﹤0.01%
+1,077
677
$27K ﹤0.01%
+435
678
$26.5K ﹤0.01%
+186
679
$26.5K ﹤0.01%
+316
680
$26.5K ﹤0.01%
+128
681
$26.1K ﹤0.01%
+5,922
682
$25.9K ﹤0.01%
+204
683
$25.5K ﹤0.01%
+1,334
684
$25.5K ﹤0.01%
+124
685
$25.5K ﹤0.01%
+586
686
$25.5K ﹤0.01%
+197
687
$25.4K ﹤0.01%
+446
688
$25.1K ﹤0.01%
+299
689
$25.1K ﹤0.01%
+1,308
690
$25.1K ﹤0.01%
+1,102
691
$25.1K ﹤0.01%
+247
692
$25K ﹤0.01%
+920
693
$24.4K ﹤0.01%
+262
694
$24.3K ﹤0.01%
+184
695
$24.2K ﹤0.01%
+336
696
$23.8K ﹤0.01%
+258
697
$23.7K ﹤0.01%
+679
698
$23.7K ﹤0.01%
+307
699
$23.3K ﹤0.01%
+309
700
$23K ﹤0.01%
+1,130