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
851
$7.96K ﹤0.01%
+183
852
$7.95K ﹤0.01%
41
-1,587
853
$7.93K ﹤0.01%
+952
854
$7.86K ﹤0.01%
+97
855
$7.75K ﹤0.01%
+636
856
$7.74K ﹤0.01%
+308
857
$7.53K ﹤0.01%
+238
858
$7.43K ﹤0.01%
+23
859
$7.41K ﹤0.01%
+290
860
$7.1K ﹤0.01%
+71
861
$6.99K ﹤0.01%
+101
862
$6.99K ﹤0.01%
+93
863
$6.93K ﹤0.01%
+390
864
$6.87K ﹤0.01%
+168
865
$6.86K ﹤0.01%
+90
866
$6.78K ﹤0.01%
+211
867
$6.75K ﹤0.01%
+468
868
$6.72K ﹤0.01%
+113
869
$6.29K ﹤0.01%
+171
870
$6.14K ﹤0.01%
+52
871
$6.04K ﹤0.01%
+210
872
$6.02K ﹤0.01%
+195
873
$5.89K ﹤0.01%
+222
874
$5.78K ﹤0.01%
+111
875
$5.75K ﹤0.01%
+44
33 34
35
36 37