CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
This Quarter Return
+11.58%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$448M
AUM Growth
–
Cap. Flow
+$448M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.48%
Holding
295
New
287
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$36.9M |
| 2 |
Apple
AAPL
|
$26.4M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$22.3M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$11.4M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Communication Services | 3.99% |
| 3 | Consumer Discretionary | 3.41% |
| 4 | Industrials | 2.67% |
| 5 | Healthcare | 2.36% |
