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
126
$1.69M 0.23%
4,112
-438
127
$1.67M 0.23%
644
-32
128
$1.66M 0.23%
3,965
+328
129
$1.65M 0.23%
54,329
+292
130
$1.65M 0.23%
85,668
-14,969
131
$1.65M 0.23%
11,868
-1,543
132
$1.62M 0.22%
31,811
+913
133
$1.61M 0.22%
32,651
-1,617
134
$1.6M 0.22%
9,861
-883
135
$1.6M 0.22%
26,118
+1,241
136
$1.59M 0.22%
32,120
-8,560
137
$1.58M 0.22%
33,080
+2,907
138
$1.56M 0.22%
20,711
+716
139
$1.55M 0.21%
3,970
-1,380
140
$1.55M 0.21%
8,140
+1,224
141
$1.51M 0.21%
26,291
+1,642
142
$1.49M 0.21%
69,237
+28,880
143
$1.49M 0.21%
12,918
+2,916
144
$1.49M 0.21%
28,905
-143
145
$1.47M 0.2%
3,173
-1,201
146
$1.45M 0.2%
9,817
+489
147
$1.43M 0.2%
29,300
+1,250
148
$1.39M 0.19%
1,190
+446
149
$1.38M 0.19%
60,457
-257
150
$1.38M 0.19%
916
+27
4 5
6
7 8