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
876
$2.89K ﹤0.01%
71
877
$2.87K ﹤0.01%
56
878
$2.85K ﹤0.01%
+128
879
$2.75K ﹤0.01%
25
-222
880
$2.68K ﹤0.01%
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881
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882
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6
883
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-185
884
$2.55K ﹤0.01%
+65
885
$2.46K ﹤0.01%
96
886
$2.44K ﹤0.01%
+64
887
$2.43K ﹤0.01%
+112
888
$2.39K ﹤0.01%
60
889
$2.37K ﹤0.01%
32
+5
890
$2.36K ﹤0.01%
22
891
$2.31K ﹤0.01%
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892
$2.29K ﹤0.01%
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893
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84
894
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895
$2.2K ﹤0.01%
166
896
$2.12K ﹤0.01%
+137
897
$2.06K ﹤0.01%
35
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898
$2.05K ﹤0.01%
17
899
$2.03K ﹤0.01%
33
-236
900
$1.93K ﹤0.01%
9
34 35
36
37 38