CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
1-Year Return
14.62%
This Quarter Return
-2.02%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$493M
AUM Growth
-$4.96M
(-1%)
Cap. Flow
+$8.82M
Cap. Flow
% of AUM
1.79%
Top 10 Holdings %
Top 10 Hldgs %
36.79%
Holding
296
New
16
Increased
115
Reduced
105
Closed
12
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$4.81M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.94M |
| 3 |
iShares US Infrastructure ETF
IFRA
|
$1.65M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.63M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$913K |
Sector Composition
| 1 | Technology | 9.53% |
| 2 | Financials | 3.71% |
| 3 | Consumer Discretionary | 3.17% |
| 4 | Communication Services | 2.64% |
| 5 | Healthcare | 2.03% |
