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
$341M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$4.06M
3
+$3.23M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.99M
5
IYW icon
iShares US Technology ETF
IYW
+$2.48M

Top Sells

1
+$5.64M
2
+$2.98M
3
+$1.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.29M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M

Sector Composition

1 Technology 8.39%
2 Financials 2.79%
3 Consumer Discretionary 2.34%
4 Communication Services 2.26%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.45%
11,049
-8,201
52
$1.5M 0.44%
3,013
53
$1.45M 0.42%
28,318
+7,291
54
$1.44M 0.42%
9,356
-11
55
$1.44M 0.42%
14,866
-11,650
56
$1.43M 0.42%
9,228
-323
57
$1.42M 0.42%
8,703
-109
58
$1.31M 0.38%
41,519
-14,729
59
$1.26M 0.37%
+45,175
60
$1.19M 0.35%
23,614
-46
61
$1.18M 0.35%
12,787
-5,612
62
$1.18M 0.35%
29,285
-541
63
$1.12M 0.33%
8,616
-146
64
$1.08M 0.32%
+25,973
65
$1.04M 0.31%
4,638
+997
66
$1.03M 0.3%
64,410
67
$1.03M 0.3%
30,900
+2,223
68
$971K 0.28%
26,006
+2,277
69
$965K 0.28%
21,775
70
$959K 0.28%
24,513
71
$959K 0.28%
9,573
+230
72
$945K 0.28%
17,385
-11,808
73
$926K 0.27%
32,535
+17,934
74
$921K 0.27%
12,084
-2,011
75
$916K 0.27%
4,579
-10
1 2
3
4 5