CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
1-Year Return
14.62%
This Quarter Return
+6.38%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$311M
AUM Growth
+$17.1M
(+5.8%)
Cap. Flow
+$5.07M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
34.3%
Holding
242
New
19
Increased
110
Reduced
57
Closed
9
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$2.37M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.67M |
| 3 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$1.64M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.56M |
| 5 |
iShares US Technology ETF
IYW
|
$1.4M |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$3.11M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.25M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$859K |
| 4 |
iShares Core High Dividend ETF
HDV
|
$822K |
| 5 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$638K |
Sector Composition
| 1 | Technology | 7.38% |
| 2 | Financials | 3.02% |
| 3 | Healthcare | 2.38% |
| 4 | Consumer Discretionary | 2.12% |
| 5 | Industrials | 2.03% |
