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
126
$379K 0.16%
+10,550
127
$370K 0.15%
+9,376
128
$369K 0.15%
+1,949
129
$363K 0.15%
+10,449
130
$362K 0.15%
+6,544
131
$362K 0.15%
+2,698
132
$361K 0.15%
+2,873
133
$350K 0.15%
+6,550
134
$343K 0.14%
+7,128
135
$335K 0.14%
+9,908
136
– –
0
137
$326K 0.14%
+6,515
138
$325K 0.14%
+6,884
139
$314K 0.13%
+3,718
140
$313K 0.13%
+5,213
141
$312K 0.13%
+4,894
142
$311K 0.13%
+4,385
143
$307K 0.13%
+9,920
144
$301K 0.13%
+5,543
145
$296K 0.12%
+9,171
146
$295K 0.12%
+1,949
147
$294K 0.12%
+43,660
148
$291K 0.12%
+1,564
149
$282K 0.12%
+7,366
150
$278K 0.12%
+3,748
4 5
6
7 8