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
$340M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.69M
3 +$2.38M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.37M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.93M

Top Sells

1 +$1.77M
2 +$1.5M
3 +$1.26M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$796K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$793K

Sector Composition

1 Consumer Staples 9.06%
2 Technology 7.78%
3 Healthcare 6.16%
4 Financials 4.22%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-9,426
277
-3,693
278
-5,590
279
-2,292
280
-1,152