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
151
$1.31M 0.18%
58,249
+24,893
152
$1.31M 0.18%
26,709
+514
153
$1.31M 0.18%
19,463
-878
154
$1.31M 0.18%
4,538
+1,888
155
$1.29M 0.17%
10,652
-111
156
$1.28M 0.17%
5,225
+1,996
157
$1.27M 0.17%
26,927
-1,820
158
$1.26M 0.17%
18,712
+773
159
$1.25M 0.17%
6,517
-1,388
160
$1.25M 0.17%
10,399
+6,256
161
$1.25M 0.17%
11,948
+1,983
162
$1.25M 0.17%
8,461
+3,868
163
$1.24M 0.17%
6,659
-20
164
$1.23M 0.17%
892
-23
165
$1.21M 0.16%
48,168
+20,556
166
$1.2M 0.16%
25,761
+5,954
167
$1.19M 0.16%
6,425
+2,795
168
$1.19M 0.16%
57,724
+3,361
169
$1.17M 0.16%
10,694
+282
170
$1.16M 0.16%
18,577
+8,229
171
$1.15M 0.16%
21,092
-4,377
172
$1.14M 0.15%
2,589
+1,554
173
$1.13M 0.15%
32,162
+5,711
174
$1.13M 0.15%
10,526
+1,901
175
$1.13M 0.15%
5,237
+446
5 6
7
8 9