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
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.4M
3
+$22.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.88%
2 Communication Services 3.99%
3 Consumer Discretionary 3.41%
4 Industrials 2.67%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$261K 0.06%
+4,827
227
$257K 0.06%
+3,156
228
$256K 0.06%
+4,251
229
$253K 0.06%
+8,140
230
$253K 0.06%
+2,983
231
$252K 0.06%
+1,121
232
$250K 0.06%
+37,383
233
$249K 0.06%
+1,918
234
$247K 0.06%
+1,088
235
$247K 0.06%
+3,872
236
$246K 0.05%
+9,066
237
$246K 0.05%
+16,100
238
$245K 0.05%
+3,958
239
$244K 0.05%
+2,195
240
$242K 0.05%
+3,550
241
$241K 0.05%
+2,897
242
$240K 0.05%
+1,072
243
$240K 0.05%
+25,000
244
$239K 0.05%
+2,574
245
$238K 0.05%
+3,486
246
$234K 0.05%
+1,126
247
$233K 0.05%
+1,303
248
$232K 0.05%
+9,442
249
$232K 0.05%
+3,849
250
$232K 0.05%
+2,047
8 9
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