CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
1-Year Return
14.62%
This Quarter Return
-5.11%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
-$19.5M
(-6.2%)
Cap. Flow
-$6.46M
Cap. Flow
% of AUM
-2.2%
Top 10 Holdings %
Top 10 Hldgs %
36.09%
Holding
245
New
17
Increased
79
Reduced
89
Closed
22
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.51M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$1.43M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.18M |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$1.08M |
| 5 |
iShares Europe ETF
IEV
|
$959K |
Top Sells
| 1 |
Match Group
MTCH
|
$4.72M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$1.57M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$1.49M |
| 4 |
Wells Fargo
WFC
|
$1.33M |
| 5 |
iShares US Energy ETF
IYE
|
$1.2M |
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Financials | 2.69% |
| 3 | Consumer Discretionary | 2.61% |
| 4 | Healthcare | 2.16% |
| 5 | Communication Services | 2.02% |
