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
$449M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.88M
3
+$1.65M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$1.43M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.22M

Top Sells

1
+$2.29M
2
+$2.14M
3
+$1.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Technology 9.43%
2 Financials 3.11%
3 Consumer Discretionary 2.94%
4 Communication Services 2.83%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.05%
3,492
+105
227
$232K 0.05%
2,757
228
$231K 0.05%
4,461
-352
229
$230K 0.05%
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230
$230K 0.05%
1,855
+71
231
$228K 0.05%
+1,600
232
$227K 0.05%
11,896
-380
233
$226K 0.05%
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-5
234
$221K 0.05%
2,928
-1,169
235
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406
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236
$214K 0.05%
+6,107
237
$213K 0.05%
+364
238
$210K 0.05%
4,250
239
$210K 0.05%
9,789
240
$209K 0.05%
+6,124
241
$206K 0.05%
+5,121
242
$206K 0.05%
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243
$204K 0.05%
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244
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8,183
245
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4,015
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246
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7,994
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247
$201K 0.04%
+896
248
$200K 0.04%
+5,125
249
$195K 0.04%
75,900
-2,700
250
$172K 0.04%
35,244
8 9
10
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