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
776
$9.97K ﹤0.01%
226
+15
777
$9.79K ﹤0.01%
+38
778
$9.63K ﹤0.01%
191
779
$9.51K ﹤0.01%
122
-67
780
$9.39K ﹤0.01%
222
781
$9.33K ﹤0.01%
186
-1,437
782
$9.26K ﹤0.01%
124
783
$9.25K ﹤0.01%
147
-24,189
784
$9.06K ﹤0.01%
272
785
$8.84K ﹤0.01%
204
786
$8.58K ﹤0.01%
308
787
$8.42K ﹤0.01%
105
-165
788
$8.31K ﹤0.01%
258
-1,065
789
$8.24K ﹤0.01%
636
790
$8.14K ﹤0.01%
+1,888
791
$8.02K ﹤0.01%
308
792
$7.96K ﹤0.01%
23
793
$7.76K ﹤0.01%
83
-2,865
794
$7.71K ﹤0.01%
229
+18
795
$7.58K ﹤0.01%
44
-655
796
$7.57K ﹤0.01%
205
-548
797
$7.41K ﹤0.01%
369
-1,547
798
$7.17K ﹤0.01%
290
799
$7.15K ﹤0.01%
124
-640
800
$7.08K ﹤0.01%
170
-32
30 31
32
33 34