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
901
$3.66K ﹤0.01%
+37
902
$3.53K ﹤0.01%
+98
903
$3.49K ﹤0.01%
+65
904
$3.44K ﹤0.01%
+62
905
$3.43K ﹤0.01%
+161
906
$3.33K ﹤0.01%
+19
907
$3.27K ﹤0.01%
+202
908
$3.27K ﹤0.01%
+192
909
$3.23K ﹤0.01%
+109
910
$3.22K ﹤0.01%
+126
911
$3.19K ﹤0.01%
+25
912
$3.12K ﹤0.01%
+44
913
$3.1K ﹤0.01%
+10
914
$3.08K ﹤0.01%
+12
915
$3.05K ﹤0.01%
+12
916
$2.97K ﹤0.01%
+43
917
$2.96K ﹤0.01%
+52
918
$2.95K ﹤0.01%
+68
919
$2.88K ﹤0.01%
+84
920
$2.86K ﹤0.01%
+66
921
$2.84K ﹤0.01%
+19
922
$2.83K ﹤0.01%
+19
923
$2.74K ﹤0.01%
+44
924
$2.65K ﹤0.01%
+28
925
$2.63K ﹤0.01%
+71
35 36
37
38 39