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
126
$1.86M 0.23%
11,480
-713
127
$1.84M 0.23%
31,733
-918
128
$1.84M 0.23%
13,482
-7,905
129
$1.83M 0.23%
13,710
-1,152
130
$1.83M 0.23%
4,309
+344
131
$1.83M 0.23%
34,205
+1,125
132
$1.78M 0.23%
26,470
+179
133
$1.78M 0.23%
7,736
-404
134
$1.74M 0.22%
14,740
-791
135
$1.71M 0.22%
51,952
-2,377
136
$1.71M 0.22%
27,012
-1,893
137
$1.68M 0.21%
91,697
-4,872
138
$1.67M 0.21%
2,747
-183
139
$1.65M 0.21%
10,487
-1,099
140
$1.64M 0.21%
36,563
-3,086
141
$1.64M 0.21%
3,055
-118
142
$1.62M 0.2%
1,063
-518
143
$1.62M 0.2%
2,078
+189
144
$1.61M 0.2%
1,663
-124
145
$1.61M 0.2%
4,127
-1,555
146
$1.61M 0.2%
896
-20
147
$1.56M 0.2%
22,848
-1,727
148
$1.56M 0.2%
23,595
-2,202
149
$1.53M 0.19%
4,219
-173
150
$1.53M 0.19%
26,957
-4,854
4 5
6
7 8