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
$449M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.88M
3
+$1.65M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$1.43M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.22M

Top Sells

1
+$2.29M
2
+$2.14M
3
+$1.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Technology 9.43%
2 Financials 3.11%
3 Consumer Discretionary 2.94%
4 Communication Services 2.83%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$560K 0.12%
10,688
-362
127
$560K 0.12%
1,535
128
$557K 0.12%
8,745
+80
129
$554K 0.12%
21,296
+2,138
130
$540K 0.12%
6,942
+850
131
$527K 0.12%
4,945
-2
132
$525K 0.12%
6,673
+381
133
$521K 0.12%
7,177
-195
134
$517K 0.12%
32,500
135
$517K 0.12%
11,043
136
$508K 0.11%
1,475
+69
137
$505K 0.11%
18,046
-1,030
138
$503K 0.11%
127
+9
139
$502K 0.11%
12,082
-41,633
140
$499K 0.11%
1,104
+92
141
$499K 0.11%
6,947
-119
142
$498K 0.11%
14,001
-17
143
$496K 0.11%
+11,172
144
$496K 0.11%
1,325
145
$495K 0.11%
3,003
+431
146
$494K 0.11%
1,120
+97
147
$492K 0.11%
2,532
+818
148
$476K 0.11%
1,846
+42
149
$476K 0.11%
5,135
150
$472K 0.11%
9,827
-1,392
4 5
6
7 8