CWS

Cypress Wealth Services Portfolio holdings

AUM $723M
1-Year Est. Return 20.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.5M
3
+$1.29M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.12M
5
IEV icon
iShares Europe ETF
IEV
+$1.06M

Top Sells

1
+$4.72M
2
+$1.71M
3
+$1.49M
4
WFC icon
Wells Fargo
WFC
+$1.37M
5
IYE icon
iShares US Energy ETF
IYE
+$1.11M

Sector Composition

1 Technology 7.83%
2 Financials 2.69%
3 Consumer Discretionary 2.61%
4 Healthcare 2.16%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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