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
176
$1.17M 0.15%
+17,063
177
$1.16M 0.15%
16,048
+6,168
178
$1.14M 0.14%
8,793
-481
179
$1.13M 0.14%
1,355
-3,204
180
$1.12M 0.14%
5,818
-114
181
$1.12M 0.14%
3,967
+3,916
182
$1.11M 0.14%
5,769
-1,088
183
$1.11M 0.14%
29,360
+28,144
184
$1.06M 0.13%
10,997
+1,261
185
$1.06M 0.13%
8,095
-163
186
$1.05M 0.13%
18,069
+380
187
$1.04M 0.13%
6,004
-286
188
$1.04M 0.13%
18,891
-229
189
$1.04M 0.13%
26,908
-2,314
190
$1.03M 0.13%
15,252
-1,828
191
$1.03M 0.13%
28,445
-1,327
192
$1.03M 0.13%
2,967
+501
193
$1.03M 0.13%
10,550
-380
194
$1.02M 0.13%
10,121
+1,832
195
$1.01M 0.13%
5,594
-4,223
196
$1.01M 0.13%
10,855
-639
197
$1.01M 0.13%
26,719
-2,926
198
$1M 0.13%
35,103
-256
199
$1M 0.13%
19,714
+5,144
200
$998K 0.13%
15,282
-636
6 7
8
9 10