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
926
$1.42K ﹤0.01%
58
927
$1.35K ﹤0.01%
24
928
$1.34K ﹤0.01%
6
929
$1.28K ﹤0.01%
16
930
$1.27K ﹤0.01%
141
-39
931
$1.27K ﹤0.01%
9
-16
932
$1.23K ﹤0.01%
24
-393
933
$1.21K ﹤0.01%
24
-722
934
$1.2K ﹤0.01%
42
935
$1.19K ﹤0.01%
36
936
$1.18K ﹤0.01%
+6
937
$1.17K ﹤0.01%
+9
938
$1.17K ﹤0.01%
+82
939
$1.15K ﹤0.01%
193
940
$1.15K ﹤0.01%
17
-264
941
$1.15K ﹤0.01%
36
942
$1.1K ﹤0.01%
48
943
$1.06K ﹤0.01%
18
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944
$1.05K ﹤0.01%
+10
945
$1.04K ﹤0.01%
+15
946
$1.03K ﹤0.01%
16
947
$1.03K ﹤0.01%
19
948
$1.02K ﹤0.01%
+35
949
$979 ﹤0.01%
+5
950
$963 ﹤0.01%
+1
36 37
38
39 40