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
$241M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.75M
3
+$5.98M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.95M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.88%
2 Healthcare 7.37%
3 Energy 6.32%
4 Technology 5.34%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.12%
+4,620
152
$276K 0.11%
+3,964
153
– –
0
154
– –
0
155
$271K 0.11%
+6,353
156
$267K 0.11%
+1,357
157
$266K 0.11%
+2,681
158
$265K 0.11%
+5,619
159
$261K 0.11%
+8,186
160
$260K 0.11%
+8,484
161
$260K 0.11%
+9,350
162
– –
0
163
$257K 0.11%
+5,686
164
$255K 0.11%
+5,382
165
$254K 0.11%
+20,352
166
$250K 0.1%
+13,190
167
$247K 0.1%
+2,080
168
– –
0
169
$244K 0.1%
+3,424
170
$242K 0.1%
+11,558
171
$242K 0.1%
+4,010
172
$242K 0.1%
+5,565
173
$242K 0.1%
+11,670
174
$239K 0.1%
+8,089
175
$239K 0.1%
+937
5 6
7
8 9