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
$478M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.26M
3
+$2.13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.03M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.99M

Top Sells

1
+$2.21M
2
+$1.61M
3
+$1.23M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.08M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$997K

Sector Composition

1 Technology 7.91%
2 Communication Services 4.02%
3 Consumer Discretionary 3.54%
4 Industrials 2.7%
5 Financials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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302
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304
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305
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-1,918
306
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-1,501
307
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-10,000
308
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-17,620
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