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
151
$1.37M 0.19%
2,290
+794
152
$1.36M 0.19%
120,392
+9,837
153
$1.36M 0.19%
18,303
+1,474
154
$1.35M 0.19%
1,787
-278
155
$1.34M 0.19%
24,336
-2,552
156
$1.34M 0.19%
6,545
-1,282
157
$1.33M 0.18%
9,149
+3,663
158
$1.33M 0.18%
24,575
-3,023
159
$1.33M 0.18%
15,531
+55
160
$1.32M 0.18%
4,392
-37
161
$1.31M 0.18%
10,309
+327
162
$1.3M 0.18%
+6,905
163
$1.3M 0.18%
5,406
-1,402
164
$1.29M 0.18%
+184
165
$1.28M 0.18%
10,059
+330
166
$1.25M 0.17%
6,391
+132
167
$1.24M 0.17%
15,632
-589
168
$1.22M 0.17%
1,851
-69
169
$1.2M 0.17%
19,900
+7,059
170
$1.19M 0.17%
36,180
+9,440
171
$1.19M 0.16%
+15,050
172
$1.18M 0.16%
4,988
+2,513
173
$1.15M 0.16%
17,080
+2,641
174
$1.15M 0.16%
5,932
-100
175
$1.13M 0.16%
9,274
+23
5 6
7
8 9