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
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.4M
3
+$22.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.88%
2 Communication Services 3.99%
3 Consumer Discretionary 3.41%
4 Industrials 2.67%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.27%
+67,856
77
$1.22M 0.27%
+7,721
78
$1.15M 0.26%
+8,162
79
$1.15M 0.26%
+3,763
80
$1.11M 0.25%
+4,189
81
$1.07M 0.24%
+6,641
82
$1.04M 0.23%
+31,400
83
$1.01M 0.22%
+46,355
84
$996K 0.22%
+9,095
85
$968K 0.22%
+7,079
86
$933K 0.21%
+4,349
87
$894K 0.2%
+27,600
88
$890K 0.2%
+5,042
89
$889K 0.2%
+39,968
90
$868K 0.19%
+57,252
91
$832K 0.19%
+7,107
92
$824K 0.18%
+5,925
93
$813K 0.18%
+7,583
94
$805K 0.18%
+3,438
95
$800K 0.18%
+10,399
96
$798K 0.18%
+7,914
97
$791K 0.18%
+3,279
98
$767K 0.17%
+9,260
99
$765K 0.17%
+3,514
100
$744K 0.17%
+18,150
2 3
4
5 6