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
$279M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$565K
3
+$535K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$329K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$274K

Top Sells

1
+$612K
2
+$394K
3
+$390K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$386K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$365K

Sector Composition

1 Consumer Staples 11.57%
2 Healthcare 7.68%
3 Technology 6.16%
4 Energy 5.77%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$347K 0.12%
6,098
-214
152
$341K 0.12%
5,080
153
$340K 0.12%
6,564
154
$337K 0.12%
7,727
+161
155
$333K 0.12%
6,467
+205
156
$332K 0.12%
2,516
157
$323K 0.12%
5,863
+894
158
$321K 0.11%
18,348
159
$316K 0.11%
5,054
160
$314K 0.11%
13,240
+57
161
$312K 0.11%
3,449
162
$309K 0.11%
8,270
+1,760
163
$302K 0.11%
4,507
-53
164
$302K 0.11%
7,032
+366
165
$301K 0.11%
5,900
166
$299K 0.11%
3,142
-6
167
$296K 0.11%
9,084
+156
168
$295K 0.11%
1,440
+61
169
$288K 0.1%
1,971
+8
170
$284K 0.1%
4,847
+46
171
$277K 0.1%
2,598
+67
172
$276K 0.1%
4,620
173
$275K 0.1%
1,890
-18
174
$272K 0.1%
4,010
175
$270K 0.1%
10,472
+55
5 6
7
8 9