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
901
$1.9K ﹤0.01%
24
-234
902
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13
903
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904
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905
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906
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907
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20
908
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20
+4
909
$1.67K ﹤0.01%
+121
910
$1.67K ﹤0.01%
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911
$1.64K ﹤0.01%
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912
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913
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914
$1.6K ﹤0.01%
+102
915
$1.6K ﹤0.01%
+10
916
$1.59K ﹤0.01%
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917
$1.57K ﹤0.01%
+30
918
$1.55K ﹤0.01%
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919
$1.53K ﹤0.01%
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920
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30
921
$1.49K ﹤0.01%
22
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922
$1.48K ﹤0.01%
37
923
$1.48K ﹤0.01%
224
924
$1.48K ﹤0.01%
12
925
$1.45K ﹤0.01%
15
35 36
37
38 39