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
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-8,695
263
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