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
876
$5.75K ﹤0.01%
+205
877
$5.71K ﹤0.01%
+171
878
$5.65K ﹤0.01%
+282
879
$5.62K ﹤0.01%
+87
880
$5.55K ﹤0.01%
+63
881
$5.48K ﹤0.01%
+258
882
$5.4K ﹤0.01%
+220
883
$5.24K ﹤0.01%
69
-3,240
884
$5.11K ﹤0.01%
+130
885
$5.08K ﹤0.01%
+42
886
$4.87K ﹤0.01%
17
-2,137
887
$4.82K ﹤0.01%
+138
888
$4.73K ﹤0.01%
+27
889
$4.61K ﹤0.01%
+73
890
$4.49K ﹤0.01%
+55
891
$4.4K ﹤0.01%
+19
892
$4.37K ﹤0.01%
+32
893
$4.36K ﹤0.01%
+176
894
$4.19K ﹤0.01%
+155
895
$4.19K ﹤0.01%
+23
896
$4K ﹤0.01%
+144
897
$3.91K ﹤0.01%
+53
898
$3.83K ﹤0.01%
+160
899
$3.73K ﹤0.01%
+104
900
$3.71K ﹤0.01%
+117
34 35
36
37 38