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
826
$10.2K ﹤0.01%
+318
827
$10.1K ﹤0.01%
+3,854
828
$9.87K ﹤0.01%
+383
829
$9.8K ﹤0.01%
+191
830
$9.71K ﹤0.01%
+272
831
$9.58K ﹤0.01%
+518
832
$9.56K ﹤0.01%
+129
833
$9.54K ﹤0.01%
+174
834
$9.47K ﹤0.01%
+70
835
$9.41K ﹤0.01%
+155
836
$9.25K ﹤0.01%
+2,706
837
$9.19K ﹤0.01%
+363
838
$9.07K ﹤0.01%
+716
839
$8.9K ﹤0.01%
+1,466
840
$8.88K ﹤0.01%
+113
841
$8.77K ﹤0.01%
+1,388
842
$8.7K ﹤0.01%
+108
843
$8.7K ﹤0.01%
+222
844
$8.58K ﹤0.01%
+202
845
$8.55K ﹤0.01%
+270
846
$8.54K ﹤0.01%
+165
847
$8.53K ﹤0.01%
+211
848
$8.33K ﹤0.01%
+914
849
$8.22K ﹤0.01%
+308
850
$8.1K ﹤0.01%
+124
32 33
34
35 36