CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
This Quarter Return
+5.97%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$484M
AUM Growth
+$484M
(+7.7%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
37.74%
Holding
301
New
42
Increased
124
Reduced
78
Closed
19
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.78% |
| 2 | Financials | 3.23% |
| 3 | Consumer Discretionary | 3.13% |
| 4 | Communication Services | 2.65% |
| 5 | Healthcare | 1.98% |