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
776
$15K ﹤0.01%
+240
777
$15K ﹤0.01%
+470
778
$15K ﹤0.01%
+838
779
$14.9K ﹤0.01%
+122
780
$14.8K ﹤0.01%
+394
781
$14.8K ﹤0.01%
+165
782
$14.5K ﹤0.01%
+1,536
783
$14.3K ﹤0.01%
+343
784
$14.2K ﹤0.01%
+185
785
$14K ﹤0.01%
+437
786
$14K ﹤0.01%
+73
787
$13.9K ﹤0.01%
+77
788
$13.7K ﹤0.01%
+503
789
$13.7K ﹤0.01%
+126
790
$13.6K ﹤0.01%
+217
791
$13.5K ﹤0.01%
+189
792
$13.4K ﹤0.01%
+120
793
$13.4K ﹤0.01%
+567
794
$13.1K ﹤0.01%
+202
795
$13K ﹤0.01%
+131
796
$13K ﹤0.01%
+718
797
$12.8K ﹤0.01%
+117
798
$12.8K ﹤0.01%
+307
799
$12.7K ﹤0.01%
+414
800
$12.5K ﹤0.01%
+48