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
826
$5.4K ﹤0.01%
183
827
$5.4K ﹤0.01%
41
-576
828
$5.36K ﹤0.01%
+29
829
$5.27K ﹤0.01%
92
-16
830
$5.2K ﹤0.01%
62
831
$5.15K ﹤0.01%
176
832
$5.05K ﹤0.01%
117
-1,312
833
$5.01K ﹤0.01%
296
-94
834
$5K ﹤0.01%
130
835
$4.8K ﹤0.01%
19
836
$4.79K ﹤0.01%
73
837
$4.75K ﹤0.01%
55
838
$4.61K ﹤0.01%
116
-1,086
839
$4.42K ﹤0.01%
+67
840
$4.4K ﹤0.01%
12
841
$4.32K ﹤0.01%
133
+80
842
$4.3K ﹤0.01%
98
843
$4.02K ﹤0.01%
460
-9,943
844
$4K ﹤0.01%
152
-68
845
$3.91K ﹤0.01%
104
846
$3.91K ﹤0.01%
12
847
$3.82K ﹤0.01%
65
848
$3.69K ﹤0.01%
44
849
$3.59K ﹤0.01%
202
850
$3.59K ﹤0.01%
19
32 33
34
35 36