CWS

Cypress Wealth Services Portfolio holdings

AUM $611M
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$565K
3
+$535K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$329K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$274K

Top Sells

1
+$612K
2
+$394K
3
+$390K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$386K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$365K

Sector Composition

1 Consumer Staples 11.57%
2 Healthcare 7.68%
3 Technology 6.16%
4 Energy 5.77%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
28,700
227
$29K 0.01%
15,000
228
$16K 0.01%
+400
229
– –
-2,891
230
– –
-7,671
231
– –
-4,441
232
– –
-6,956
233
– –
-12,810
6 7 8 9
10