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
$341M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$4.06M
3
+$3.23M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.99M
5
IYW icon
iShares US Technology ETF
IYW
+$2.48M

Top Sells

1
+$5.64M
2
+$2.98M
3
+$1.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.29M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M

Sector Composition

1 Technology 8.39%
2 Financials 2.79%
3 Consumer Discretionary 2.34%
4 Communication Services 2.26%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 0.85%
9,351
+1,135
27
$2.82M 0.83%
14,569
-359
28
$2.73M 0.8%
23,261
-1,283
29
$2.7M 0.79%
14,418
+1,042
30
$2.69M 0.79%
110,445
+3,090
31
$2.63M 0.77%
106,187
-1,892
32
$2.62M 0.77%
26,277
-1,431
33
$2.49M 0.73%
8,620
-183
34
$2.37M 0.69%
70,659
-2,028
35
$2.35M 0.69%
50,195
-2,187
36
$2.32M 0.68%
22,386
+6,810
37
$2.27M 0.66%
10,924
-42
38
$2.09M 0.61%
39,675
-1,491
39
$1.99M 0.58%
41,510
-26,992
40
$1.94M 0.57%
16,935
+2,166
41
$1.92M 0.56%
17,853
+903
42
$1.9M 0.56%
18,362
+572
43
$1.89M 0.55%
5,885
-311
44
$1.77M 0.52%
9,482
+2
45
$1.66M 0.49%
23,352
-2,059
46
$1.65M 0.48%
33,086
+663
47
$1.64M 0.48%
59,657
48
$1.59M 0.47%
15,307
+740
49
$1.56M 0.46%
14,243
+1,623
50
$1.54M 0.45%
51,937
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