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
$294M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.43M
3
+$1.18M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.08M
5
IEV icon
iShares Europe ETF
IEV
+$959K

Top Sells

1
+$4.72M
2
+$1.57M
3
+$1.49M
4
WFC icon
Wells Fargo
WFC
+$1.33M
5
IYE icon
iShares US Energy ETF
IYE
+$1.2M

Sector Composition

1 Technology 7.83%
2 Financials 2.69%
3 Consumer Discretionary 2.61%
4 Healthcare 2.16%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$887K 0.3%
4,425
+2,243
77
$880K 0.3%
8,306
-895
78
$866K 0.29%
8,412
+2,986
79
$854K 0.29%
28,677
80
$849K 0.29%
4,304
-28
81
$849K 0.29%
24,513
+7,115
82
$785K 0.27%
22,686
83
$760K 0.26%
20,637
-447
84
$748K 0.25%
22,842
-4,193
85
$725K 0.25%
59,390
+232
86
$706K 0.24%
+6,789
87
$663K 0.23%
8,207
-622
88
$661K 0.22%
23,109
+2,467
89
$649K 0.22%
13,338
-433
90
$648K 0.22%
9,191
-2,110
91
$640K 0.22%
5,163
+1
92
$638K 0.22%
30,072
-4,023
93
$635K 0.22%
5,523
+47
94
$610K 0.21%
6,038
+1,492
95
$604K 0.21%
4,863
-351
96
$597K 0.2%
1,479
-134
97
$594K 0.2%
4,275
-316
98
$584K 0.2%
+9,922
99
$577K 0.2%
13,816
-31,796
100
$569K 0.19%
4,264
-1,199
2 3
4
5 6