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
101
$2.04M 0.28%
33,170
+3,800
102
$2.03M 0.28%
29,937
+1,343
103
$2.01M 0.28%
46,128
+5,650
104
$2M 0.28%
16,833
+2,506
105
$2M 0.28%
8,366
-169
106
$1.96M 0.27%
25,797
+3,090
107
$1.95M 0.27%
+18,385
108
$1.95M 0.27%
6,893
-370
109
$1.95M 0.27%
66,307
+3,029
110
$1.92M 0.27%
14,429
-2,403
111
$1.9M 0.26%
8,548
+2,470
112
$1.89M 0.26%
12,193
+504
113
$1.89M 0.26%
14,862
+2,828
114
$1.87M 0.26%
71,074
-8,063
115
$1.79M 0.25%
3,971
+1,131
116
$1.79M 0.25%
6,193
+225
117
$1.79M 0.25%
6,857
+3,779
118
$1.77M 0.25%
17,115
-6,064
119
$1.76M 0.24%
+16,126
120
$1.76M 0.24%
8,348
-56
121
$1.75M 0.24%
53,545
-13,069
122
$1.73M 0.24%
11,586
-1,026
123
$1.72M 0.24%
39,649
-6,438
124
$1.7M 0.24%
96,569
+8,286
125
$1.69M 0.23%
5,007
-3,228
3 4
5
6 7