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CWS

Cypress Wealth Services Portfolio holdings

AUM $708M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.45M
3
+$2.15M
4
HDV
iShares Core High Dividend ETF
HDV
+$2.05M
5
UJUN icon
Innovator US Equity Ultra Buffer ETF June
UJUN
+$1.66M

Top Sells

1
+$1.84M
2
+$1.55M
3
+$1.5M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.06M
5
IXN icon
iShares Global Tech ETF
IXN
+$989K

Sector Composition

1 Technology 7.49%
2 Communication Services 4.05%
3 Financials 3.28%
4 Consumer Discretionary 2.69%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66K 0.02%
129,687
227
$49K 0.02%
7,406
+300
228
$11K ﹤0.01%
28,700
229
– –
-859
230
– –
-4,066
231
– –
-2,911
232
– –
-3,763
233
– –
-5,500
234
– –
-6,045
235
– –
-4,706
236
– –
-2,049
237
– –
-5,505
238
– –
-4,138
239
– –
-1,112
240
– –
-2,559
241
– –
-4,102
242
– –
-2,050
243
– –
-1,037
244
– –
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245
– –
-6,511
246
– –
-8,232
247
– –
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248
– –
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249
– –
-9,320
250
– –
-1,860
7 8 9
10
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