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
701
$23K ﹤0.01%
+295
702
$23K ﹤0.01%
+295
703
$22.8K ﹤0.01%
+237
704
$22.1K ﹤0.01%
+768
705
$21.9K ﹤0.01%
+1,272
706
$21.7K ﹤0.01%
+84
707
$21.6K ﹤0.01%
+491
708
$21.3K ﹤0.01%
+516
709
$21.3K ﹤0.01%
558
-10,067
710
$20.9K ﹤0.01%
+1,287
711
$20.9K ﹤0.01%
+227
712
$20.8K ﹤0.01%
+582
713
$20.7K ﹤0.01%
+242
714
$20.5K ﹤0.01%
+219
715
$20.4K ﹤0.01%
+124
716
$20.4K ﹤0.01%
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717
$20.3K ﹤0.01%
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718
$20.2K ﹤0.01%
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719
$19.9K ﹤0.01%
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720
$19.8K ﹤0.01%
+417
721
$19.6K ﹤0.01%
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722
$19.6K ﹤0.01%
+159
723
$19.6K ﹤0.01%
+353
724
$19.4K ﹤0.01%
+1,164
725
$19.4K ﹤0.01%
+344