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
$341M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$4.06M
3
+$3.23M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.99M
5
IYW icon
iShares US Technology ETF
IYW
+$2.48M

Top Sells

1
+$5.64M
2
+$2.98M
3
+$1.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.29M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M

Sector Composition

1 Technology 8.39%
2 Financials 2.79%
3 Consumer Discretionary 2.34%
4 Communication Services 2.26%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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254
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255
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256
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257
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258
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260
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