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
$294M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.43M
3
+$1.18M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.08M
5
IEV icon
iShares Europe ETF
IEV
+$959K

Top Sells

1
+$4.72M
2
+$1.57M
3
+$1.49M
4
WFC icon
Wells Fargo
WFC
+$1.33M
5
IYE icon
iShares US Energy ETF
IYE
+$1.2M

Sector Composition

1 Technology 7.83%
2 Financials 2.69%
3 Consumer Discretionary 2.61%
4 Healthcare 2.16%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$425K 0.14%
13,156
-315
127
$424K 0.14%
5,386
-250
128
$422K 0.14%
3,516
-85
129
$421K 0.14%
3,342
+1,484
130
$420K 0.14%
803
-2
131
$411K 0.14%
8,466
-4,474
132
$406K 0.14%
12,055
133
$405K 0.14%
1,781
134
$402K 0.14%
1,413
-73
135
$401K 0.14%
6,843
+139
136
$396K 0.13%
12,872
-984
137
$390K 0.13%
56,130
-9,000
138
$388K 0.13%
20,851
139
$374K 0.13%
15,779
140
$374K 0.13%
7,601
-51
141
$372K 0.13%
11,043
142
$369K 0.13%
30,540
+4,680
143
$362K 0.12%
4,157
+80
144
$361K 0.12%
13,270
+300
145
$359K 0.12%
4,353
+96
146
$351K 0.12%
11,985
-3,297
147
$351K 0.12%
8,199
+55
148
$346K 0.12%
+8,000
149
$345K 0.12%
2,136
-605
150
$344K 0.12%
4,062
+85
4 5
6
7 8