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
$241M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.75M
3
+$5.98M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.95M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.88%
2 Healthcare 7.37%
3 Energy 6.32%
4 Technology 5.34%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$236K 0.1%
+3,271
177
$232K 0.1%
+2,566
178
$232K 0.1%
+4,664
179
$226K 0.09%
+4,087
180
$224K 0.09%
+9,900
181
$222K 0.09%
+2,948
182
$220K 0.09%
+10,481
183
$218K 0.09%
+1,791
184
$217K 0.09%
+4,441
185
$216K 0.09%
+3,648
186
$213K 0.09%
+6,880
187
$213K 0.09%
+14,381
188
$211K 0.09%
+5,274
189
$210K 0.09%
+3,895
190
$208K 0.09%
+4,329
191
$206K 0.09%
+2,488
192
$204K 0.08%
+1,431
193
$202K 0.08%
+3,334
194
$200K 0.08%
+38,250
195
$195K 0.08%
+10,800
196
$192K 0.08%
+13,657
197
$187K 0.08%
+13,185
198
$180K 0.07%
+10,000
199
$145K 0.06%
+3,057
200
$105K 0.04%
+39,900
5 6 7
8
9