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
76
$993K 0.22%
45,433
77
$964K 0.21%
11,641
-31
78
$960K 0.21%
3,072
+30
79
$957K 0.21%
6,551
-367
80
$948K 0.21%
10,710
-1,101
81
$939K 0.21%
15,802
+206
82
$937K 0.21%
17,194
+948
83
$919K 0.2%
17,397
+110
84
$892K 0.2%
13,179
+201
85
$880K 0.2%
3,354
+179
86
$874K 0.19%
8,511
+1,196
87
$857K 0.19%
44,695
-2,162
88
$855K 0.19%
40,580
-1,883
89
$854K 0.19%
41,748
-2,150
90
$846K 0.19%
19,638
+1,185
91
$841K 0.19%
28,190
92
$825K 0.18%
42,930
-2,142
93
$794K 0.18%
5,622
+319
94
$788K 0.18%
5,166
95
$785K 0.17%
997
-25
96
$777K 0.17%
7,507
-43
97
$767K 0.17%
21,542
+1,716
98
$762K 0.17%
3,917
+35
99
$760K 0.17%
16,292
-1,353
100
$746K 0.17%
18,089
-1,277
2 3
4
5 6