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
951
$1.86K ﹤0.01%
+28
952
$1.83K ﹤0.01%
+9
953
$1.8K ﹤0.01%
+86
954
$1.75K ﹤0.01%
+17
955
$1.69K ﹤0.01%
+96
956
$1.69K ﹤0.01%
+52
957
$1.68K ﹤0.01%
+159
958
$1.58K ﹤0.01%
+124
959
$1.58K ﹤0.01%
+24
960
$1.53K ﹤0.01%
+20
961
$1.53K ﹤0.01%
+177
962
$1.51K ﹤0.01%
+46
963
$1.51K ﹤0.01%
+6
964
$1.51K ﹤0.01%
+55
965
$1.49K ﹤0.01%
+58
966
$1.4K ﹤0.01%
+180
967
$1.39K ﹤0.01%
+37
968
$1.39K ﹤0.01%
+28
969
$1.36K ﹤0.01%
+48
970
$1.36K ﹤0.01%
+16
971
$1.36K ﹤0.01%
+235
972
$1.35K ﹤0.01%
+30
973
$1.31K ﹤0.01%
+23
974
$1.3K ﹤0.01%
+29
975
$1.3K ﹤0.01%
+193
37 38
39
40 41