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
$381M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.24M
3
+$1.87M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.83M
5
MAR icon
Marriott International
MAR
+$1.64M

Top Sells

1
+$3.21M
2
+$1.16M
3
+$959K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$775K
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$757K

Sector Composition

1 Technology 9.55%
2 Consumer Discretionary 3.2%
3 Financials 2.93%
4 Communication Services 2.4%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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