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
$316M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.53M
3
+$1.39M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.28M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.25M

Top Sells

1
+$550K
2
+$533K
3
+$529K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$437K
5
NEE icon
NextEra Energy
NEE
+$431K

Sector Composition

1 Consumer Staples 10.62%
2 Healthcare 7.07%
3 Financials 6.14%
4 Technology 5.98%
5 Energy 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.63%
76,136
-3,466
52
$1.97M 0.62%
24,848
+2,238
53
$1.92M 0.61%
103,875
-17,904
54
$1.91M 0.61%
28,498
+4,132
55
$1.8M 0.57%
22,568
-5
56
$1.77M 0.56%
30,020
+500
57
$1.76M 0.56%
100,668
+944
58
$1.73M 0.55%
10,845
-188
59
$1.73M 0.55%
29,191
-1,246
60
$1.63M 0.52%
16,582
-491
61
$1.61M 0.51%
3,771
-16
62
$1.54M 0.49%
6,339
+916
63
$1.47M 0.46%
63,300
+1,900
64
$1.41M 0.45%
54,210
+14,588
65
$1.4M 0.44%
27,138
+10,510
66
$1.39M 0.44%
13,437
-1,129
67
$1.37M 0.43%
18,449
+1,474
68
$1.35M 0.43%
23,018
+13,140
69
$1.34M 0.42%
27,979
70
$1.32M 0.42%
23,293
+2,976
71
$1.32M 0.42%
75,894
-30,360
72
$1.32M 0.42%
20,010
-4,500
73
$1.32M 0.42%
15,157
+1,293
74
$1.28M 0.41%
8,228
+2,555
75
$1.28M 0.41%
6,744
+3,338
1 2
3
4 5