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
1001
-932
1002
-1,638
1003
-1,387
1004
-768
1005
-52
1006
-104
1007
-652
1008
-235
1009
-6,547
1010
-180
1011
-1,176
1012
-270
1013
-93
1014
-344
1015
-307
1016
-184
1017
-10,298
1018
-154
1019
-282
1020
-245
1021
-95
1022
-567
1023
-363
1024
-2,145
1025
-6,545