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
51
$4.01M 0.51%
88,125
-8,624
52
$3.94M 0.5%
9,367
-474
53
$3.83M 0.48%
69,047
+20,809
54
$3.8M 0.48%
49,366
+16,196
55
$3.77M 0.48%
39,996
-2,496
56
$3.71M 0.47%
43,209
+14,699
57
$3.65M 0.46%
45,787
+5,250
58
$3.59M 0.45%
66,189
-7,851
59
$3.43M 0.43%
13,748
+1,899
60
$3.42M 0.43%
4,482
-1,704
61
$3.36M 0.42%
57,800
-50
62
$3.34M 0.42%
7,734
+806
63
$3.31M 0.42%
36,620
+4,500
64
$3.3M 0.42%
12,331
-210
65
$3.3M 0.42%
66,057
-8,102
66
$3.27M 0.41%
15,319
-83
67
$3.22M 0.41%
37,251
-2,887
68
$3.19M 0.4%
19,355
+2,129
69
$3.17M 0.4%
22,857
+1,330
70
$3.15M 0.4%
33,497
+4,107
71
$3.13M 0.4%
32,381
+2,974
72
$3.08M 0.39%
13,294
+1,204
73
$3M 0.38%
79,220
-9,132
74
$2.97M 0.38%
40,098
+5,701
75
$2.96M 0.37%
14,428
-49
1 2
3
4 5