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
751
$17K ﹤0.01%
+1,952
752
$16.9K ﹤0.01%
+182
753
$16.8K ﹤0.01%
+370
754
$16.7K ﹤0.01%
+180
755
$16.7K ﹤0.01%
+162
756
$16.5K ﹤0.01%
+253
757
$16.4K ﹤0.01%
+83
758
$16.3K ﹤0.01%
+329
759
$16.2K ﹤0.01%
+111
760
$16.2K ﹤0.01%
+1,446
761
$16.1K ﹤0.01%
+284
762
$16K ﹤0.01%
+1,189
763
$16K ﹤0.01%
+269
764
$15.9K ﹤0.01%
+908
765
$15.8K ﹤0.01%
+104
766
$15.6K ﹤0.01%
+208
767
$15.6K ﹤0.01%
+228
768
$15.5K ﹤0.01%
+154
769
$15.4K ﹤0.01%
+373
770
$15.3K ﹤0.01%
395
-6,593
771
$15.2K ﹤0.01%
+756
772
$15.2K ﹤0.01%
+51
773
$15.1K ﹤0.01%
+171
774
$15.1K ﹤0.01%
+176
775
$15K ﹤0.01%
+69