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
$279M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$565K
3
+$535K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$329K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$274K

Top Sells

1
+$612K
2
+$394K
3
+$390K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$386K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$365K

Sector Composition

1 Consumer Staples 11.57%
2 Healthcare 7.68%
3 Technology 6.16%
4 Energy 5.77%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$443K 0.16%
8,116
+157
127
$443K 0.16%
5,020
+33
128
$438K 0.16%
3,856
-159
129
$430K 0.15%
17,643
+207
130
$429K 0.15%
9,645
+219
131
$428K 0.15%
5,434
-853
132
$422K 0.15%
2,643
-46
133
$417K 0.15%
14,598
-1,093
134
$415K 0.15%
17,041
+1
135
$413K 0.15%
8,074
+138
136
$412K 0.15%
8,469
+31
137
$411K 0.15%
12,232
-706
138
$404K 0.14%
9,412
-8,991
139
$400K 0.14%
5,689
+100
140
– –
0
141
$391K 0.14%
4,447
142
$382K 0.14%
2,873
143
$382K 0.14%
15,704
+951
144
$369K 0.13%
6,128
+14
145
$368K 0.13%
19,716
+142
146
$365K 0.13%
11,314
+762
147
$362K 0.13%
4,728
-386
148
$361K 0.13%
7,175
+38
149
$356K 0.13%
5,852
-86
150
$355K 0.13%
14,841
+1,251
4 5
6
7 8