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
976
$1.29K ﹤0.01%
+36
977
$1.29K ﹤0.01%
+42
978
$1.27K ﹤0.01%
+16
979
$1.25K ﹤0.01%
+15
980
$1.21K ﹤0.01%
+12
981
$1.21K ﹤0.01%
+94
982
$1.11K ﹤0.01%
+31
983
$1.1K ﹤0.01%
+71
984
$1.06K ﹤0.01%
+327
985
$1.04K ﹤0.01%
+19
986
$1.02K ﹤0.01%
+48
987
$1.01K ﹤0.01%
+22
988
$979 ﹤0.01%
+26
989
$936 ﹤0.01%
+36
990
$852 ﹤0.01%
+16
991
$793 ﹤0.01%
+56
992
$781 ﹤0.01%
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993
$766 ﹤0.01%
+11
994
$762 ﹤0.01%
+10
995
$636 ﹤0.01%
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996
$627 ﹤0.01%
+13
997
$594 ﹤0.01%
+66
998
$555 ﹤0.01%
+17
999
$524 ﹤0.01%
+5
1000
$496 ﹤0.01%
+6
38 39
40
41 42