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CWS

Cypress Wealth Services Portfolio holdings

AUM $708M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$1.91M
3
+$1.38M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.04M
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$744K

Top Sells

1
+$1.37M
2
+$1.1M
3
+$1.05M
4
FJUL icon
FT Vest US Equity Buffer ETF July
FJUL
+$655K
5
QJUN icon
FT Vest Growth-100 Buffer ETF June
QJUN
+$643K

Sector Composition

1 Technology 9.81%
2 Financials 3.2%
3 Consumer Discretionary 3.13%
4 Communication Services 2.65%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$149K 0.03%
34,122
277
$144K 0.03%
23,993
278
$124K 0.03%
10,002
279
$82.4K 0.02%
20,109
-100
280
$72.7K 0.02%
129,687
281
$24.4K 0.01%
10,785
+185
282
$9.49K ﹤0.01%
+19,600
283
– –
-13,111
284
– –
-9,220
285
– –
-5,121
286
– –
-14,214
287
– –
-9,175
288
– –
-667
289
– –
-364
290
– –
-12,380
291
– –
-1,600
292
– –
-12,053
293
– –
-10,376
294
– –
-24,290
295
– –
-4,015
296
– –
-2,600
297
– –
-14,500
298
– –
-1,869
299
– –
-15,163
300
– –
-5,505
9 10 11
12
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