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
$449M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.88M
3
+$1.65M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$1.43M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.22M

Top Sells

1
+$2.29M
2
+$2.14M
3
+$1.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Technology 9.43%
2 Financials 3.11%
3 Consumer Discretionary 2.94%
4 Communication Services 2.83%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.45%
53,598
52
$2.02M 0.45%
38,760
+3,562
53
$1.97M 0.44%
46,677
+2,516
54
$1.94M 0.43%
23,082
-3,709
55
$1.93M 0.43%
2,136
+370
56
$1.93M 0.43%
9,557
-337
57
$1.67M 0.37%
30,457
+205
58
$1.62M 0.36%
8,901
59
$1.61M 0.36%
57,253
60
$1.58M 0.35%
31,585
-2,829
61
$1.57M 0.35%
13,604
+530
62
$1.51M 0.34%
15,456
-1,480
63
$1.48M 0.33%
9,460
-271
64
$1.48M 0.33%
5,923
65
$1.47M 0.33%
4,927
+17
66
$1.37M 0.3%
49,481
67
$1.23M 0.27%
50,012
68
$1.22M 0.27%
27,940
-1,768
69
$1.2M 0.27%
5,191
+30
70
$1.19M 0.26%
30,554
71
$1.14M 0.25%
22,224
72
$1.11M 0.25%
41,600
73
$1.06M 0.24%
16,030
74
$1.06M 0.24%
21,775
75
$1.02M 0.23%
32,535
1 2
3
4 5