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
726
$15.5K ﹤0.01%
72
-2
727
$15.5K ﹤0.01%
171
728
$15.4K ﹤0.01%
838
729
$15.4K ﹤0.01%
146
-1,654
730
$15.1K ﹤0.01%
+131
731
$15.1K ﹤0.01%
134
+8
732
$15.1K ﹤0.01%
88
733
$14.9K ﹤0.01%
380
+62
734
$14.8K ﹤0.01%
1,536
735
$14.8K ﹤0.01%
+987
736
$14.6K ﹤0.01%
130
737
$14.5K ﹤0.01%
35
738
$14.4K ﹤0.01%
+793
739
$14.4K ﹤0.01%
73
740
$14.3K ﹤0.01%
1,023
-166
741
$14.3K ﹤0.01%
265
-170
742
$14.3K ﹤0.01%
511
+8
743
$14.1K ﹤0.01%
73
744
$14K ﹤0.01%
48
745
$13.9K ﹤0.01%
+387
746
$13.7K ﹤0.01%
117
747
$13.7K ﹤0.01%
47
-35
748
$13.4K ﹤0.01%
373
749
$13.2K ﹤0.01%
+139
750
$13.2K ﹤0.01%
813
+97
28 29
30
31 32