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
$365M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.52M
3
+$1.46M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.1M

Top Sells

1
+$1.72M
2
+$1.21M
3
+$562K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$552K
5
IBM icon
IBM
IBM
+$491K

Sector Composition

1 Technology 8.93%
2 Communication Services 4.66%
3 Consumer Discretionary 3.86%
4 Financials 3.35%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.52%
4,578
-323
52
$1.85M 0.51%
13,470
+200
53
$1.76M 0.48%
23,608
+6,560
54
$1.72M 0.47%
11,080
+128
55
$1.6M 0.44%
20,006
+3,472
56
$1.58M 0.43%
4,702
-139
57
$1.46M 0.4%
10,057
+690
58
$1.45M 0.4%
47,993
+10,069
59
$1.44M 0.39%
17,719
+5,673
60
$1.44M 0.39%
8,393
-26
61
$1.39M 0.38%
12,933
+1,002
62
$1.37M 0.38%
7,549
-421
63
$1.37M 0.37%
5,293
-506
64
$1.28M 0.35%
8,714
-25
65
$1.26M 0.34%
21,775
66
$1.24M 0.34%
11,615
-1,062
67
$1.22M 0.33%
58,896
+1,195
68
$1.21M 0.33%
20,560
-1,955
69
$1.04M 0.28%
33,572
+1,661
70
$965K 0.26%
18,568
-493
71
$959K 0.26%
8,175
-190
72
$908K 0.25%
2,829
73
$894K 0.24%
5,208
-75
74
$884K 0.24%
5,584
-998
75
$879K 0.24%
+34,560
1 2
3
4 5