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
101
$584K 0.24%
+8,666
102
$576K 0.24%
+15,175
103
$569K 0.24%
+3,046
104
$555K 0.23%
+9,054
105
$542K 0.23%
+13,859
106
$526K 0.22%
+8,606
107
$524K 0.22%
+3,946
108
$506K 0.21%
+15,045
109
$502K 0.21%
+17,665
110
$502K 0.21%
+6,539
111
$500K 0.21%
+6,126
112
– –
0
113
$481K 0.2%
+8,808
114
$470K 0.2%
+2,704
115
$456K 0.19%
+6,193
116
$425K 0.18%
+5,288
117
$421K 0.17%
+4,398
118
$419K 0.17%
+20,383
119
$414K 0.17%
+4,919
120
$412K 0.17%
+2,806
121
$407K 0.17%
+6,038
122
$406K 0.17%
+18,348
123
$404K 0.17%
+5,054
124
– –
0
125
$381K 0.16%
+24,589
3 4
5
6 7