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
251
$230K 0.05%
+2,837
252
$227K 0.05%
+4,231
253
$227K 0.05%
+4,279
254
$227K 0.05%
+25,084
255
$226K 0.05%
+8,087
256
$224K 0.05%
+3,062
257
$224K 0.05%
+3,133
258
$224K 0.05%
+6,197
259
$223K 0.05%
+2,363
260
$222K 0.05%
+27,573
261
$218K 0.05%
+25,666
262
$214K 0.05%
+1,816
263
$213K 0.05%
+1,431
264
$212K 0.05%
+6,700
265
$212K 0.05%
+14,023
266
$211K 0.05%
+2,630
267
$210K 0.05%
+1,950
268
$210K 0.05%
+2,834
269
$208K 0.05%
+6,000
270
$204K 0.05%
+4,052
271
$204K 0.05%
+13,589
272
$204K 0.05%
+3,938
273
$204K 0.05%
+1,501
274
$203K 0.05%
+1,114
275
$200K 0.04%
+20,000
8 9 10
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