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
$364M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.52M
3
+$1.98M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.98M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.95M

Top Sells

1
+$4.22M
2
+$1.3M
3
+$830K
4
FDM icon
First Trust Dow Jones Select MicroCap Index Fund
FDM
+$488K
5
TJX icon
TJX Companies
TJX
+$456K

Sector Composition

1 Consumer Staples 9.48%
2 Technology 6.72%
3 Healthcare 6.07%
4 Financials 5.14%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.63%
26,460
+480
52
$2.29M 0.63%
41,386
+2
53
$2.29M 0.63%
14,595
+428
54
$2.28M 0.63%
56,641
-4,378
55
$2.11M 0.58%
26,259
+631
56
$2.11M 0.58%
5,542
-288
57
$1.98M 0.54%
32,961
-7,564
58
$1.98M 0.54%
+39,180
59
$1.97M 0.54%
24,240
+579
60
$1.93M 0.53%
20,722
+3,224
61
$1.92M 0.53%
18,833
+775
62
$1.92M 0.53%
31,400
+120
63
$1.91M 0.52%
76,101
-8,023
64
$1.89M 0.52%
28,184
+6,584
65
$1.84M 0.5%
27,227
-1,811
66
$1.82M 0.5%
32,903
-160
67
$1.81M 0.5%
16,232
+12,784
68
$1.77M 0.49%
10,990
-42
69
$1.72M 0.47%
28,458
-1,826
70
$1.7M 0.47%
3,811
+96
71
$1.64M 0.45%
42,365
+250
72
$1.59M 0.44%
67,295
-395
73
$1.56M 0.43%
6,335
74
$1.54M 0.42%
5,342
-884
75
$1.51M 0.42%
12,690
+3,299
1 2
3
4 5