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
$449M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.88M
3
+$1.65M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$1.43M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.22M

Top Sells

1
+$2.29M
2
+$2.14M
3
+$1.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Technology 9.43%
2 Financials 3.11%
3 Consumer Discretionary 2.94%
4 Communication Services 2.83%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 0.95%
46,466
-977
27
$4.1M 0.91%
21,220
+1,337
28
$3.79M 0.84%
9,321
+139
29
$3.46M 0.77%
44,836
-922
30
$3.33M 0.74%
24,307
-113
31
$3.32M 0.74%
41,514
+11
32
$3.22M 0.72%
26,072
+2,222
33
$3.11M 0.69%
3,660
+164
34
$2.99M 0.67%
16,301
-101
35
$2.8M 0.62%
108,033
+1,071
36
$2.64M 0.59%
13,019
-152
37
$2.64M 0.59%
96,087
-5,735
38
$2.61M 0.58%
21,566
-1,110
39
$2.57M 0.57%
5,354
-477
40
$2.55M 0.57%
43,153
+3,184
41
$2.44M 0.54%
62,009
+451
42
$2.42M 0.54%
26,363
-2,772
43
$2.39M 0.53%
67,314
-16,826
44
$2.37M 0.53%
44,344
+20,381
45
$2.28M 0.51%
37,942
-218
46
$2.27M 0.51%
21,320
+48
47
$2.14M 0.48%
35,917
48
$2.08M 0.46%
4,130
-7
49
$2.08M 0.46%
8,588
+22
50
$2.06M 0.46%
10,391
+98
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