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
$449M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.88M
3
+$1.65M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$1.43M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.22M

Top Sells

1
+$2.29M
2
+$2.14M
3
+$1.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Technology 9.43%
2 Financials 3.11%
3 Consumer Discretionary 2.94%
4 Communication Services 2.83%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$460K 0.1%
2,089
+47
152
$459K 0.1%
20,342
-4,764
153
$450K 0.1%
4,083
+183
154
$446K 0.1%
2,707
-1,379
155
$446K 0.1%
807
+17
156
$446K 0.1%
9,264
-554
157
$443K 0.1%
2,582
+98
158
$441K 0.1%
3,559
+161
159
$438K 0.1%
11,001
+726
160
$437K 0.1%
6,470
+430
161
$423K 0.09%
12,053
162
$417K 0.09%
1,952
+47
163
$413K 0.09%
13,929
-1,044
164
$411K 0.09%
4,001
-15
165
$403K 0.09%
4,492
+28
166
$397K 0.09%
2,872
-8
167
$396K 0.09%
+7,396
168
$395K 0.09%
3,941
+29
169
$390K 0.09%
6,502
+20
170
$386K 0.09%
9,094
+512
171
$378K 0.08%
3,475
172
$375K 0.08%
18,802
+2,277
173
$370K 0.08%
9,854
-1,629
174
$368K 0.08%
9,560
+130
175
$360K 0.08%
1,344
+38
5 6
7
8 9