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
$361M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.52M
3
+$3.27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.78M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.72M

Top Sells

1
+$2.99M
2
+$2.64M
3
+$1.9M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.62M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.55M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 3.13%
3 Financials 2.96%
4 Communication Services 2.57%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$686K 0.19%
13,888
+666
102
$676K 0.19%
1,045
+7
103
$676K 0.19%
12,568
+37
104
$670K 0.19%
15,120
+266
105
$669K 0.19%
16,377
+16
106
$660K 0.18%
20,371
+859
107
$660K 0.18%
6,415
+716
108
$630K 0.17%
4,223
+8
109
$629K 0.17%
4,960
110
$627K 0.17%
6,772
+249
111
$614K 0.17%
21,707
-37,950
112
$614K 0.17%
1,218
+14
113
$602K 0.17%
12,524
+1,538
114
$600K 0.17%
11,247
115
$588K 0.16%
14,057
116
$587K 0.16%
41,024
+650
117
$586K 0.16%
8,106
-3,687
118
$563K 0.16%
3,862
-1,852
119
$556K 0.15%
1,963
+21
120
$552K 0.15%
1,828
+191
121
$546K 0.15%
16,313
122
$545K 0.15%
14,214
123
$541K 0.15%
9,668
-168
124
$533K 0.15%
5,032
+159
125
$531K 0.15%
24,290
3 4
5
6 7