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
$279M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$565K
3
+$535K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$329K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$274K

Top Sells

1
+$612K
2
+$394K
3
+$390K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$386K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$365K

Sector Composition

1 Consumer Staples 11.57%
2 Healthcare 7.68%
3 Technology 6.16%
4 Energy 5.77%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.57%
20,378
+525
52
$1.56M 0.56%
7,279
+170
53
$1.56M 0.56%
22,532
-233
54
$1.55M 0.56%
15,430
+781
55
$1.53M 0.55%
22,568
-651
56
$1.5M 0.54%
9,152
+275
57
$1.46M 0.52%
22,157
58
$1.43M 0.51%
30,353
+2,097
59
$1.41M 0.51%
122,004
+636
60
$1.39M 0.5%
118,272
+11,520
61
$1.38M 0.49%
5,412
62
$1.36M 0.49%
53,593
+5,577
63
$1.34M 0.48%
55,700
+265
64
$1.33M 0.47%
24,690
+1,608
65
$1.31M 0.47%
68,584
+2,880
66
$1.29M 0.46%
11,078
+131
67
$1.28M 0.46%
27,044
-60
68
$1.2M 0.43%
7,721
69
$1.2M 0.43%
4,546
+409
70
$1.18M 0.42%
16,404
-403
71
$1.16M 0.41%
11,297
-14
72
$1.15M 0.41%
59,514
-450
73
$1.13M 0.4%
10,173
+39
74
$1.09M 0.39%
42,448
+8,792
75
$1.09M 0.39%
8,611
1 2
3
4 5