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
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.4M
3
+$22.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.88%
2 Communication Services 3.99%
3 Consumer Discretionary 3.41%
4 Industrials 2.67%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.96M 1.11%
+49,590
27
$4.86M 1.09%
+24,953
28
$4.84M 1.08%
+55,491
29
$4.78M 1.07%
+101,231
30
$4.43M 0.99%
+27,200
31
$4.38M 0.98%
+80,202
32
$4.01M 0.9%
+88,195
33
$3.57M 0.8%
+15,174
34
$3.53M 0.79%
+48,094
35
$3.53M 0.79%
+125,910
36
$3.26M 0.73%
+17,994
37
$2.83M 0.63%
+16,253
38
$2.79M 0.62%
+25,380
39
$2.64M 0.59%
+38,202
40
$2.59M 0.58%
+28,137
41
$2.57M 0.57%
+11,080
42
$2.5M 0.56%
+14,253
43
$2.5M 0.56%
+9,875
44
$2.28M 0.51%
+45,551
45
$2.25M 0.5%
+5,958
46
$2.16M 0.48%
+22,339
47
$2M 0.45%
+22,880
48
$1.97M 0.44%
+22,837
49
$1.92M 0.43%
+805,119
50
$1.89M 0.42%
+12,025
1
2
3 4 5