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
926
$2.6K ﹤0.01%
+84
927
$2.59K ﹤0.01%
+15
928
$2.58K ﹤0.01%
+22
929
$2.55K ﹤0.01%
+60
930
$2.53K ﹤0.01%
+13
931
$2.51K ﹤0.01%
+93
932
$2.5K ﹤0.01%
+96
933
$2.49K ﹤0.01%
+95
934
$2.48K ﹤0.01%
+49
935
$2.46K ﹤0.01%
+20
936
$2.34K ﹤0.01%
+27
937
$2.34K ﹤0.01%
+166
938
$2.34K ﹤0.01%
+13
939
$2.33K ﹤0.01%
+45
940
$2.29K ﹤0.01%
+12
941
$2.25K ﹤0.01%
+6
942
$2.2K ﹤0.01%
+56
943
$2.18K ﹤0.01%
+13
944
$2.1K ﹤0.01%
+66
945
$1.96K ﹤0.01%
29
-5,808
946
$1.95K ﹤0.01%
+47
947
$1.95K ﹤0.01%
+52
948
$1.9K ﹤0.01%
+30
949
$1.89K ﹤0.01%
+53
950
$1.87K ﹤0.01%
+26
36 37
38
39 40