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
$361M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.52M
3
+$3.27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.78M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.72M

Top Sells

1
+$2.99M
2
+$2.64M
3
+$1.9M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.62M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.55M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 3.13%
3 Financials 2.96%
4 Communication Services 2.57%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.42%
8,975
+34
52
$1.46M 0.4%
57,253
+45,232
53
$1.45M 0.4%
19,262
-1,819
54
$1.43M 0.4%
9,893
+29
55
$1.41M 0.39%
9,087
-54
56
$1.38M 0.38%
29,392
+258
57
$1.37M 0.38%
+13,468
58
$1.34M 0.37%
60,851
-135,736
59
$1.27M 0.35%
34,732
+3,521
60
$1.24M 0.34%
+49,481
61
$1.23M 0.34%
5,238
+763
62
$1.22M 0.34%
4,067
+155
63
$1.2M 0.33%
35,533
+29,138
64
$1.17M 0.32%
7,495
-2,230
65
$1.15M 0.32%
29,398
+363
66
$1.15M 0.32%
22,633
-150
67
$1.13M 0.31%
+50,012
68
$1.02M 0.28%
+41,600
69
$1M 0.28%
23,010
-10,330
70
$954K 0.26%
4,590
+6
71
$944K 0.26%
17,304
-2,000
72
$942K 0.26%
21,775
73
$909K 0.25%
12,091
+2
74
$906K 0.25%
32,535
75
$900K 0.25%
29,728
-2,818
1 2
3
4 5