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
$311M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.67M
3
+$1.64M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.56M
5
IYW icon
iShares US Technology ETF
IYW
+$1.4M

Top Sells

1
+$3.11M
2
+$1.25M
3
+$859K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$822K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$638K

Sector Composition

1 Technology 7.38%
2 Financials 3.02%
3 Healthcare 2.38%
4 Consumer Discretionary 2.12%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.49%
51,937
52
$1.5M 0.48%
39,509
+6,379
53
$1.49M 0.48%
17,790
+8
54
$1.47M 0.47%
32,423
-4,002
55
$1.42M 0.46%
9,367
+1
56
$1.39M 0.45%
12,620
+383
57
$1.38M 0.44%
3,013
+13
58
$1.37M 0.44%
15,576
+510
59
$1.35M 0.43%
10,966
+520
60
$1.31M 0.42%
29,193
-1,952
61
$1.29M 0.42%
14,567
+980
62
$1.29M 0.41%
12,373
-7,881
63
$1.28M 0.41%
21,775
64
$1.19M 0.38%
23,660
+55
65
$1.17M 0.38%
8,762
+456
66
$1.17M 0.38%
25,134
-702
67
$1.16M 0.37%
29,826
+372
68
$1.15M 0.37%
4,363
+45
69
$1.11M 0.36%
21,747
+629
70
$1.09M 0.35%
64,410
-9,050
71
$1.08M 0.35%
21,027
+149
72
$1.06M 0.34%
14,095
-320
73
$958K 0.31%
9,607
-2,534
74
$914K 0.29%
4,589
+285
75
$904K 0.29%
28,677
1 2
3
4 5