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
51
$1.41M 0.59%
+10,487
52
$1.3M 0.54%
+7,395
53
$1.26M 0.52%
+30,012
54
$1.23M 0.51%
+22,915
55
$1.21M 0.5%
+10,319
56
$1.19M 0.49%
+4,795
57
$1.14M 0.47%
+19,781
58
$1.13M 0.47%
+5,428
59
$1.13M 0.47%
+17,113
60
$1.1M 0.46%
+5,539
61
$1.1M 0.46%
+10,194
62
$1.08M 0.45%
+4,321
63
$1.07M 0.44%
+10,096
64
$1.05M 0.44%
+13,494
65
$1.02M 0.42%
+59,853
66
$1.01M 0.42%
+8,165
67
$989K 0.41%
+20,989
68
$985K 0.41%
+57,796
69
$956K 0.4%
+88,908
70
$943K 0.39%
+15,536
71
$939K 0.39%
+88,290
72
$922K 0.38%
+26,819
73
$905K 0.38%
+3,070
74
$896K 0.37%
+15,320
75
$893K 0.37%
+30,410
1 2
3
4 5