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
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.4M
3
+$22.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.88%
2 Communication Services 3.99%
3 Consumer Discretionary 3.41%
4 Industrials 2.67%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$491K 0.11%
+3,362
152
$485K 0.11%
+2,957
153
$482K 0.11%
+7,552
154
$478K 0.11%
+7,306
155
$473K 0.11%
+4,233
156
$472K 0.11%
+18,452
157
$471K 0.11%
+14,726
158
$464K 0.1%
+3,361
159
$462K 0.1%
+14,000
160
$459K 0.1%
+3,919
161
$450K 0.1%
+5,987
162
$450K 0.1%
+3,334
163
$444K 0.1%
+4,674
164
$442K 0.1%
+9,695
165
$432K 0.1%
+6,671
166
$427K 0.1%
+4,089
167
$420K 0.09%
+901
168
$414K 0.09%
+5,368
169
$411K 0.09%
+4,807
170
$410K 0.09%
+3,526
171
$409K 0.09%
+14,836
172
$408K 0.09%
+4,207
173
$402K 0.09%
+10,594
174
$399K 0.09%
+1,878
175
$395K 0.09%
+13,392
5 6
7
8 9