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
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.4M
3
+$22.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.88%
2 Communication Services 3.99%
3 Consumer Discretionary 3.41%
4 Industrials 2.67%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$583K 0.13%
+25,783
127
$578K 0.13%
+6,843
128
$575K 0.13%
+797
129
$572K 0.13%
+26,126
130
$567K 0.13%
+12,345
131
$565K 0.13%
+26,640
132
$565K 0.13%
+25,991
133
$563K 0.13%
+1,605
134
$559K 0.12%
+12,496
135
$559K 0.12%
+3,768
136
$557K 0.12%
+21,212
137
$553K 0.12%
+25,750
138
$552K 0.12%
+62,820
139
$551K 0.12%
+10,700
140
$546K 0.12%
+21,924
141
$545K 0.12%
+10,902
142
$541K 0.12%
+4,511
143
$539K 0.12%
+4,330
144
$538K 0.12%
+4,474
145
$534K 0.12%
+4,421
146
$527K 0.12%
+17,378
147
$516K 0.12%
+2,427
148
$506K 0.11%
+5,743
149
$506K 0.11%
+9,350
150
$491K 0.11%
+3,920
4 5
6
7 8