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
$241M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.75M
3
+$5.98M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.95M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.88%
2 Healthcare 7.37%
3 Energy 6.32%
4 Technology 5.34%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.24%
+114,618
27
$2.95M 1.22%
+10,966
28
$2.66M 1.1%
+80,685
29
$2.58M 1.07%
+26,687
30
$2.46M 1.02%
+20,482
31
$2.42M 1.01%
+33,338
32
$2.32M 0.96%
+15,886
33
$2.08M 0.87%
+12,301
34
$2.03M 0.84%
+14,425
35
$1.92M 0.8%
+3,736
36
$1.89M 0.79%
+26,905
37
$1.75M 0.73%
+40,869
38
$1.73M 0.72%
+29,620
39
$1.72M 0.72%
+35,428
40
$1.72M 0.71%
+20,708
41
$1.68M 0.7%
+29,407
42
$1.67M 0.69%
+19,560
43
$1.67M 0.69%
+20,992
44
$1.6M 0.67%
+16,289
45
$1.57M 0.65%
+10,303
46
$1.56M 0.65%
+10,097
47
$1.51M 0.63%
+18,100
48
$1.5M 0.62%
+28,460
49
$1.49M 0.62%
+28,200
50
$1.43M 0.59%
+22,353
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