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
176
$1.13M 0.16%
4,756
+371
177
$1.13M 0.16%
2,466
-113
178
$1.13M 0.16%
11,494
+80
179
$1.13M 0.16%
30,646
+968
180
$1.11M 0.15%
709
+274
181
$1.11M 0.15%
5,407
+53
182
$1.1M 0.15%
1,889
-188
183
$1.1M 0.15%
15,821
+503
184
$1.09M 0.15%
29,772
+6,238
185
$1.08M 0.15%
68,083
-6,616
186
$1.07M 0.15%
23,432
-519
187
$1.05M 0.15%
6,790
-80
188
$1.05M 0.15%
29,645
+824
189
$1.04M 0.14%
43,665
-2,136
190
$1.03M 0.14%
8,258
+333
191
$1.02M 0.14%
87,477
+372
192
$1.02M 0.14%
9,051
-1,824
193
$1.01M 0.14%
2,151
+686
194
$1M 0.14%
16,439
-806
195
$1M 0.14%
11,909
-4,065
196
$999K 0.14%
19,120
-4,586
197
$964K 0.13%
3,713
-465
198
$962K 0.13%
26,608
-189
199
$961K 0.13%
3,529
-90
200
$952K 0.13%
2,812
-178
6 7
8
9 10