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
801
$12.3K ﹤0.01%
+73
802
$12.2K ﹤0.01%
+627
803
$12.2K ﹤0.01%
+308
804
$12.1K ﹤0.01%
+594
805
$11.8K ﹤0.01%
+437
806
$11.8K ﹤0.01%
+44
807
$11.7K ﹤0.01%
+652
808
$11.7K ﹤0.01%
+147
809
$11.7K ﹤0.01%
+142
810
$11.6K ﹤0.01%
+491
811
$11.5K ﹤0.01%
+35
812
$11.3K ﹤0.01%
+130
813
$11.3K ﹤0.01%
+441
814
$11.1K ﹤0.01%
+139
815
$11.1K ﹤0.01%
146
-3,121
816
$10.9K ﹤0.01%
+245
817
$10.8K ﹤0.01%
+43
818
$10.8K ﹤0.01%
+1,387
819
$10.6K ﹤0.01%
+243
820
$10.5K ﹤0.01%
+123
821
$10.5K ﹤0.01%
157
-5,825
822
$10.4K ﹤0.01%
+502
823
$10.4K ﹤0.01%
+93
824
$10.3K ﹤0.01%
+204
825
$10.3K ﹤0.01%
+281
31 32
33
34 35