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
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.4M
3
+$22.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.88%
2 Communication Services 3.99%
3 Consumer Discretionary 3.41%
4 Industrials 2.67%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.41%
+120,264
52
$1.76M 0.39%
+35,162
53
$1.73M 0.39%
+53,461
54
$1.68M 0.38%
+11,602
55
$1.61M 0.36%
+75,180
56
$1.6M 0.36%
+16,630
57
$1.6M 0.36%
+52,908
58
$1.57M 0.35%
+13,910
59
$1.56M 0.35%
+26,622
60
$1.55M 0.35%
+47,605
61
$1.52M 0.34%
+7,739
62
$1.49M 0.33%
+17,060
63
$1.46M 0.33%
+11,523
64
$1.44M 0.32%
+13,458
65
$1.44M 0.32%
+5,263
66
$1.35M 0.3%
+20,023
67
$1.34M 0.3%
+5,840
68
$1.32M 0.29%
+15,812
69
$1.3M 0.29%
+15,669
70
$1.29M 0.29%
+23,517
71
$1.28M 0.29%
+34,741
72
$1.26M 0.28%
+22,907
73
$1.24M 0.28%
+10,658
74
$1.23M 0.27%
+17,620
75
$1.23M 0.27%
+5,604
1 2
3
4 5