CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
1-Year Return
14.62%
This Quarter Return
+9.77%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$401M
AUM Growth
+$40.2M
(+11%)
Cap. Flow
+$7.24M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
38.43%
Holding
259
New
19
Increased
61
Reduced
109
Closed
15
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.22M |
| 2 |
iShares S&P 100 ETF
OEF
|
$4.59M |
| 3 |
Columbia EM Core ex-China ETF
XCEM
|
$3.2M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.84M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.93M |
Top Sells
Sector Composition
| 1 | Technology | 8.95% |
| 2 | Financials | 3.15% |
| 3 | Consumer Discretionary | 3.05% |
| 4 | Communication Services | 2.47% |
| 5 | Healthcare | 1.81% |
