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
76
$2.96M 0.37%
8,338
-4,969
77
$2.9M 0.37%
5,379
+402
78
$2.9M 0.37%
99,369
+28,295
79
$2.86M 0.36%
10,059
-338
80
$2.85M 0.36%
10,445
+142
81
$2.81M 0.36%
6,962
+665
82
$2.81M 0.35%
48,610
-6,478
83
$2.76M 0.35%
22,458
+5,625
84
$2.73M 0.35%
753
-32
85
$2.71M 0.34%
19,100
+826
86
$2.71M 0.34%
22,656
+4,271
87
$2.69M 0.34%
20,227
+257
88
$2.64M 0.33%
33,729
+3,792
89
$2.58M 0.33%
66,300
-2,848
90
$2.56M 0.32%
38,289
+12,171
91
$2.49M 0.31%
26,919
-532
92
$2.48M 0.31%
80,631
+14,324
93
$2.45M 0.31%
8,308
+2,902
94
$2.43M 0.31%
15,203
+774
95
$2.43M 0.31%
+14,230
96
$2.42M 0.31%
6,750
+714
97
$2.41M 0.3%
15,491
+3,623
98
$2.39M 0.3%
7,289
-1,101
99
$2.37M 0.3%
7,044
+151
100
$2.36M 0.3%
26,906
-1,694
2 3
4
5 6