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
$739M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.59M
3
+$3.25M
4
NDAQ icon
Nasdaq
NDAQ
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.7M

Top Sells

1
+$6.2M
2
+$3.76M
3
+$2.78M
4
MRK icon
Merck
MRK
+$2.42M
5
MSI icon
Motorola Solutions
MSI
+$2.28M

Sector Composition

1 Technology 22.53%
2 Healthcare 17.5%
3 Financials 15.8%
4 Consumer Discretionary 9.76%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.95M 0.26%
5,200
+69
102
$1.94M 0.26%
52,124
-14,671
103
$1.91M 0.26%
4,476
+795
104
$1.91M 0.26%
19,782
+10,300
105
$1.9M 0.26%
13,732
-65
106
$1.89M 0.26%
32,877
+518
107
$1.87M 0.25%
14,563
+1,008
108
$1.85M 0.25%
32,666
+6,578
109
$1.85M 0.25%
22,047
+1,533
110
$1.82M 0.25%
730
+21
111
$1.81M 0.24%
18,351
-93
112
$1.81M 0.24%
3,463
+339
113
$1.77M 0.24%
20,764
+8,662
114
$1.76M 0.24%
15,709
+5,399
115
$1.75M 0.24%
56,068
+14,040
116
$1.72M 0.23%
21,226
+8,288
117
$1.69M 0.23%
97,856
-3,554
118
$1.67M 0.23%
6,682
+437
119
$1.65M 0.22%
4,338
+1,147
120
$1.65M 0.22%
4,674
+357
121
$1.65M 0.22%
38,701
+3,005
122
$1.63M 0.22%
19,300
+140
123
$1.61M 0.22%
11,148
+1,155
124
$1.59M 0.22%
14,182
+45
125
$1.58M 0.21%
34,298
-109
3 4
5
6 7