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
$739M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.59M
3
+$3.25M
4
NDAQ icon
Nasdaq
NDAQ
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.7M

Top Sells

1
+$6.2M
2
+$3.76M
3
+$2.78M
4
MRK icon
Merck
MRK
+$2.42M
5
MSI icon
Motorola Solutions
MSI
+$2.28M

Sector Composition

1 Technology 22.53%
2 Healthcare 17.5%
3 Financials 15.8%
4 Consumer Discretionary 9.76%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.49%
6,456
+634
52
$3.6M 0.49%
12,283
-7,769
53
$3.51M 0.48%
35,972
+7,504
54
$3.49M 0.47%
11,635
-587
55
$3.34M 0.45%
15,059
+73
56
$3.3M 0.45%
36,790
+1,857
57
$3.25M 0.44%
+16,872
58
$3.11M 0.42%
108,236
+1,769
59
$2.88M 0.39%
12,242
+1,913
60
$2.86M 0.39%
25,632
-4,417
61
$2.76M 0.37%
+55,337
62
$2.75M 0.37%
61,622
-9,514
63
$2.65M 0.36%
15,264
+1,003
64
$2.64M 0.36%
49,017
-940
65
$2.62M 0.35%
67,915
+10,204
66
$2.6M 0.35%
6,819
-237
67
$2.56M 0.35%
7,492
+4,030
68
$2.46M 0.33%
74,418
+534
69
$2.45M 0.33%
14,774
+1,881
70
$2.44M 0.33%
903
+1
71
$2.43M 0.33%
74,594
+3,786
72
$2.43M 0.33%
54,042
+2,223
73
$2.42M 0.33%
32,639
+998
74
$2.39M 0.32%
20,117
-963
75
$2.39M 0.32%
56,350
+6,384
1 2
3
4 5