CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
This Quarter Return
+12.13%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+25%)
Cap. Flow
+$34.6M
Cap. Flow
% of AUM
10.97%
Top 10 Holdings %
Top 10 Hldgs %
20.82%
Holding
270
New
49
Increased
100
Reduced
79
Closed
11
Top Buys
| 1 |
Franklin Resources
BEN
|
$4.02M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.53M |
| 3 |
Schwab International Equity ETF
SCHF
|
$1.39M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.28M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$1.25M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 10.62% |
| 2 | Healthcare | 7.07% |
| 3 | Financials | 6.14% |
| 4 | Technology | 5.98% |
| 5 | Energy | 4.42% |
