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
151
$1.53M 0.19%
21,923
-37,102
152
$1.5M 0.19%
20,197
+297
153
$1.49M 0.19%
82,910
-2,758
154
$1.48M 0.19%
68,873
-364
155
$1.46M 0.18%
19,878
-833
156
$1.45M 0.18%
25,371
+1,939
157
$1.43M 0.18%
9,822
-487
158
$1.42M 0.18%
6,060
-331
159
$1.41M 0.18%
5,518
+530
160
$1.39M 0.18%
17,657
-646
161
$1.39M 0.18%
5,155
-252
162
$1.37M 0.17%
1,872
+21
163
$1.37M 0.17%
169
-15
164
$1.3M 0.16%
29,803
-843
165
$1.3M 0.16%
6,680
-110
166
$1.28M 0.16%
14,528
-1,104
167
$1.28M 0.16%
49,884
-10,573
168
$1.27M 0.16%
32,942
-3,238
169
$1.22M 0.15%
37,333
-16,212
170
$1.2M 0.15%
11,336
-1,582
171
$1.2M 0.15%
3,841
+312
172
$1.19M 0.15%
9,827
-232
173
$1.18M 0.15%
15,019
-802
174
$1.17M 0.15%
15,851
+801
175
$1.17M 0.15%
7,816
-1,333
5 6
7
8 9