We are live on ! Find out more
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
$366M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.42M
3
+$1.36M
4
IYE icon
iShares US Energy ETF
IYE
+$928K
5
IXG icon
iShares Global Financials ETF
IXG
+$861K

Top Sells

1
+$16.6M
2
+$8.38M
3
+$7.15M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.62M

Sector Composition

1 Technology 9.32%
2 Communication Services 5.24%
3 Consumer Discretionary 4.28%
4 Financials 3.83%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-9,291
302
– –
-2,834
303
– –
-1,757
304
– –
-2,257
305
– –
-2,621
306
– –
-1,568
307
– –
-10,130
308
– –
-1,925
309
– –
-2,414
310
– –
-1,275
311
– –
-11,281
312
– –
-3,048
313
– –
-3,156
314
– –
-3,761
9 10 11 12
13