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
126
$1.58M 0.21%
9,096
+1,233
127
$1.58M 0.21%
1,998
-573
128
$1.57M 0.21%
9,251
+2,713
129
$1.55M 0.21%
13,256
-13,538
130
$1.54M 0.21%
58,560
+1,267
131
$1.51M 0.2%
11,812
-1,314
132
$1.5M 0.2%
30,201
+258
133
$1.5M 0.2%
3,954
-74
134
$1.49M 0.2%
12,324
+4,242
135
$1.49M 0.2%
5,309
+484
136
$1.47M 0.2%
3,539
+132
137
$1.46M 0.2%
23,197
+3,455
138
$1.44M 0.2%
1,994
-42
139
$1.44M 0.2%
12,647
+6,762
140
$1.43M 0.19%
9,711
-277
141
$1.38M 0.19%
996
-79
142
$1.38M 0.19%
10,971
+1,695
143
$1.37M 0.19%
21,001
+261
144
$1.37M 0.19%
45,075
-1,852
145
$1.37M 0.19%
12,666
-167
146
$1.36M 0.18%
23,347
+139
147
$1.35M 0.18%
23,264
+4,621
148
$1.35M 0.18%
33,775
-684
149
$1.35M 0.18%
22,428
+2,332
150
$1.32M 0.18%
42,686
+3,652
4 5
6
7 8