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
$279M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$565K
3
+$535K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$329K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$274K

Top Sells

1
+$612K
2
+$394K
3
+$390K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$386K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$365K

Sector Composition

1 Consumer Staples 11.57%
2 Healthcare 7.68%
3 Technology 6.16%
4 Energy 5.77%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.37%
24,919
+133
77
$1.04M 0.37%
58,974
-5,313
78
$1.03M 0.37%
18,204
-1,403
79
$1.01M 0.36%
9,153
-40
80
$1.01M 0.36%
15,706
-4,892
81
$993K 0.36%
4,122
-75
82
$992K 0.35%
8,803
+4
83
$966K 0.35%
14,010
+899
84
$949K 0.34%
8,261
+217
85
$944K 0.34%
17,450
-383
86
$930K 0.33%
4,491
-88
87
$915K 0.33%
15,340
+280
88
$885K 0.32%
5,898
+662
89
$852K 0.3%
8,510
+380
90
$830K 0.3%
15,439
-49
91
$817K 0.29%
3,939
+73
92
$772K 0.28%
14,014
-39
93
$742K 0.27%
2,278
94
$718K 0.26%
8,164
+26
95
$705K 0.25%
6,632
+507
96
$695K 0.25%
8,666
97
$672K 0.24%
9,885
-4,138
98
$661K 0.24%
12,572
+262
99
$644K 0.23%
3,695
100
$627K 0.22%
2,671
+98
2 3
4
5 6