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
$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
– –
-2,688
252
– –
-6,459
253
– –
-7,210
254
– –
-503
255
– –
-8,424
256
– –
-20,345
257
– –
-5,899
258
– –
-26,975
259
– –
-2,536
260
– –
-4,616
7 8 9 10
11