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
701
$19K ﹤0.01%
440
+48
702
$19K ﹤0.01%
176
703
$18.9K ﹤0.01%
528
+58
704
$18.8K ﹤0.01%
240
+23
705
$18.8K ﹤0.01%
376
+6
706
$18.7K ﹤0.01%
153
-305
707
$18.4K ﹤0.01%
191
708
$18.4K ﹤0.01%
408
-3,512
709
$18.1K ﹤0.01%
+409
710
$18.1K ﹤0.01%
274
711
$18K ﹤0.01%
1,272
712
$17.5K ﹤0.01%
827
+200
713
$17.4K ﹤0.01%
+132
714
$17.3K ﹤0.01%
238
-457
715
$17K ﹤0.01%
357
-227
716
$16.7K ﹤0.01%
367
717
$16.7K ﹤0.01%
191
-17
718
$16.2K ﹤0.01%
934
-3,090
719
$16K ﹤0.01%
172
+50
720
$15.9K ﹤0.01%
146
+15
721
$15.9K ﹤0.01%
137
+133
722
$15.8K ﹤0.01%
256
+28
723
$15.8K ﹤0.01%
529
+92
724
$15.6K ﹤0.01%
+215
725
$15.5K ﹤0.01%
562
-358
27 28
29
30 31