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
801
$7.04K ﹤0.01%
71
802
$7.03K ﹤0.01%
200
+29
803
$7.03K ﹤0.01%
52
804
$6.89K ﹤0.01%
129
+18
805
$6.73K ﹤0.01%
113
806
$6.72K ﹤0.01%
259
-1,576
807
$6.72K ﹤0.01%
1,256
-210
808
$6.7K ﹤0.01%
63
809
$6.67K ﹤0.01%
97
810
$6.65K ﹤0.01%
209
+14
811
$6.61K ﹤0.01%
130
-1,294
812
$6.47K ﹤0.01%
184
-1,995
813
$6.46K ﹤0.01%
171
814
$6.43K ﹤0.01%
238
815
$6.39K ﹤0.01%
130
-25
816
$6.3K ﹤0.01%
87
817
$6.24K ﹤0.01%
210
818
$6.19K ﹤0.01%
+848
819
$6.14K ﹤0.01%
228
+23
820
$6.1K ﹤0.01%
44
821
$5.99K ﹤0.01%
90
822
$5.92K ﹤0.01%
295
-16,999
823
$5.74K ﹤0.01%
+102
824
$5.62K ﹤0.01%
60
-373
825
$5.57K ﹤0.01%
141
-1,170
31 32
33
34 35