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
$347M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.25M
3
+$2.49M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.43M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.34M

Top Sells

1
+$1.19M
2
+$718K
3
+$396K
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$375K
5
HFRO
Highland Opportunities and Income Fund
HFRO
+$365K

Sector Composition

1 Consumer Staples 9.59%
2 Technology 7.02%
3 Healthcare 6.62%
4 Financials 6.17%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.61%
5,830
+406
52
$2.11M 0.61%
14,167
-72
53
$2.05M 0.59%
25,628
+780
54
$2.04M 0.59%
76,798
+662
55
$2M 0.58%
29,038
+540
56
$1.91M 0.55%
23,661
+1,093
57
$1.82M 0.53%
11,032
+187
58
$1.81M 0.52%
33,063
-147
59
$1.8M 0.52%
18,058
+1,476
60
$1.76M 0.51%
26,458
+10,355
61
$1.75M 0.51%
92,217
-11,658
62
$1.74M 0.5%
3,715
-56
63
$1.73M 0.5%
30,284
+1,093
64
$1.69M 0.49%
31,280
+1,260
65
$1.65M 0.47%
6,226
+1,017
66
$1.64M 0.47%
42,115
+12,415
67
$1.62M 0.47%
67,690
+4,390
68
$1.56M 0.45%
6,335
-4
69
$1.54M 0.45%
86,340
-14,328
70
$1.54M 0.44%
60,827
+8,293
71
$1.53M 0.44%
17,498
+2,341
72
$1.52M 0.44%
12,251
+9,391
73
$1.47M 0.43%
11,628
74
$1.43M 0.41%
+25,098
75
$1.43M 0.41%
21,600
+1,590
1 2
3
4 5