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
751
$13.1K ﹤0.01%
165
752
$12.8K ﹤0.01%
354
-60
753
$12.8K ﹤0.01%
+123
754
$12.8K ﹤0.01%
238
-114
755
$12.4K ﹤0.01%
93
-28
756
$12.2K ﹤0.01%
139
757
$12K ﹤0.01%
681
+399
758
$11.9K ﹤0.01%
756
759
$11.8K ﹤0.01%
439
+56
760
$11.7K ﹤0.01%
101
-10
761
$11.7K ﹤0.01%
548
+57
762
$11.5K ﹤0.01%
123
763
$11.4K ﹤0.01%
441
764
$11.3K ﹤0.01%
703
+185
765
$11.1K ﹤0.01%
93
766
$11K ﹤0.01%
256
-139
767
$11K ﹤0.01%
208
-590
768
$10.9K ﹤0.01%
153
+11
769
$10.8K ﹤0.01%
226
+24
770
$10.8K ﹤0.01%
914
771
$10.8K ﹤0.01%
66
-427
772
$10.7K ﹤0.01%
44
773
$10.4K ﹤0.01%
174
774
$10.3K ﹤0.01%
+307
775
$10.2K ﹤0.01%
542
+74
29 30
31
32 33