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
$241M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.75M
3
+$5.98M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.95M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.88%
2 Healthcare 7.37%
3 Energy 6.32%
4 Technology 5.34%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$877K 0.36%
+17,058
77
$856K 0.36%
+49,084
78
$845K 0.35%
+12,781
79
$829K 0.34%
+15,698
80
$818K 0.34%
+7,696
81
$810K 0.34%
+8,009
82
$791K 0.33%
+7,752
83
$789K 0.33%
+37,620
84
$769K 0.32%
+43,290
85
$765K 0.32%
+2,277
86
$761K 0.32%
+14,540
87
$756K 0.31%
+14,627
88
$749K 0.31%
+50,395
89
$726K 0.3%
+4,948
90
$688K 0.29%
+4,126
91
$686K 0.28%
+12,859
92
$670K 0.28%
+7,205
93
$670K 0.28%
+7,433
94
$651K 0.27%
+9,899
95
$618K 0.26%
+22,134
96
$610K 0.25%
+10,315
97
$606K 0.25%
+5,318
98
$603K 0.25%
+9,080
99
$597K 0.25%
+3,453
100
$584K 0.24%
+7,199
2 3
4
5 6