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
851
$3.58K ﹤0.01%
68
852
$3.55K ﹤0.01%
57
-224
853
$3.53K ﹤0.01%
144
854
$3.5K ﹤0.01%
19
+6
855
$3.44K ﹤0.01%
117
856
$3.43K ﹤0.01%
+6
857
$3.41K ﹤0.01%
109
858
$3.37K ﹤0.01%
84
859
$3.37K ﹤0.01%
28
+8
860
$3.37K ﹤0.01%
161
861
$3.36K ﹤0.01%
43
862
$3.26K ﹤0.01%
54
-250
863
$3.25K ﹤0.01%
148
-982
864
$3.23K ﹤0.01%
171
-1,695
865
$3.22K ﹤0.01%
52
866
$3.2K ﹤0.01%
19
867
$3.1K ﹤0.01%
19
-8
868
$3.08K ﹤0.01%
192
869
$3.05K ﹤0.01%
+45
870
$3.04K ﹤0.01%
44
871
$3.02K ﹤0.01%
13
872
$2.96K ﹤0.01%
15
873
$2.94K ﹤0.01%
19
874
$2.92K ﹤0.01%
28
875
$2.91K ﹤0.01%
10
33 34
35
36 37