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
676
$23.1K ﹤0.01%
391
+38
677
$22.9K ﹤0.01%
144
-56
678
$22.9K ﹤0.01%
439
-77
679
$22.6K ﹤0.01%
3,699
+2,269
680
$22.6K ﹤0.01%
175
+16
681
$22.3K ﹤0.01%
351
682
$22.1K ﹤0.01%
330
-297
683
$22.1K ﹤0.01%
298
+39
684
$22K ﹤0.01%
268
+167
685
$21.8K ﹤0.01%
211
+13
686
$21.7K ﹤0.01%
424
-270
687
$21.6K ﹤0.01%
307
688
$21.5K ﹤0.01%
162
689
$21.3K ﹤0.01%
124
690
$21.3K ﹤0.01%
752
+81
691
$20.9K ﹤0.01%
773
+74
692
$20.9K ﹤0.01%
306
+35
693
$20.6K ﹤0.01%
1,688
-112
694
$20.3K ﹤0.01%
215
+68
695
$19.8K ﹤0.01%
208
+23
696
$19.8K ﹤0.01%
81
697
$19.4K ﹤0.01%
203
+21
698
$19.1K ﹤0.01%
1,164
699
$19.1K ﹤0.01%
93
+10
700
$19.1K ﹤0.01%
568
+61
26 27
28
29 30