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
726
$19.4K ﹤0.01%
+699
727
$19.3K ﹤0.01%
+265
728
$19.2K ﹤0.01%
+392
729
$19.2K ﹤0.01%
+157
730
$19.1K ﹤0.01%
+74
731
$19.1K ﹤0.01%
+88
732
$18.8K ﹤0.01%
+352
733
$18.7K ﹤0.01%
+926
734
$18.5K ﹤0.01%
+191
735
$18.5K ﹤0.01%
+198
736
$18.3K ﹤0.01%
+120
737
$18.3K ﹤0.01%
+367
738
$18K ﹤0.01%
+281
739
$17.9K ﹤0.01%
242
-7,342
740
$17.8K ﹤0.01%
259
-4,696
741
$17.6K ﹤0.01%
+81
742
$17.6K ﹤0.01%
+193
743
$17.4K ﹤0.01%
+281
744
$17.4K ﹤0.01%
+761
745
$17.3K ﹤0.01%
+274
746
$17.2K ﹤0.01%
+121
747
$17.2K ﹤0.01%
+671
748
$17.1K ﹤0.01%
+507
749
$17K ﹤0.01%
+107
750
$17K ﹤0.01%
+271