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
$361M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.52M
3
+$3.27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.78M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.72M

Top Sells

1
+$2.99M
2
+$2.64M
3
+$1.9M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.62M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.55M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 3.13%
3 Financials 2.96%
4 Communication Services 2.57%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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253
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-12,845
254
– –
-7,969
255
– –
-4,545
256
– –
-19,640
257
– –
-18,335
258
– –
-3,355
259
– –
-9,945
7 8 9 10
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