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
$279M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$565K
3
+$535K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$329K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$274K

Top Sells

1
+$612K
2
+$394K
3
+$390K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$386K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$365K

Sector Composition

1 Consumer Staples 11.57%
2 Healthcare 7.68%
3 Technology 6.16%
4 Energy 5.77%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$270K 0.1%
3,980
-215
177
$270K 0.1%
10,902
+225
178
$267K 0.1%
2,712
-77
179
$266K 0.1%
9,460
-682
180
$266K 0.1%
10,590
+20
181
$260K 0.09%
1,416
+4
182
$259K 0.09%
6,347
+495
183
$257K 0.09%
2,233
+8
184
$255K 0.09%
+7,194
185
$245K 0.09%
10,811
186
$244K 0.09%
4,777
+798
187
$244K 0.09%
3,334
188
$241K 0.09%
3,012
+72
189
$241K 0.09%
1,859
-218
190
$239K 0.09%
9,920
191
$237K 0.08%
33,800
+40
192
$234K 0.08%
1,998
-21
193
$233K 0.08%
1,039
+83
194
$233K 0.08%
11,500
195
$226K 0.08%
24,397
+1,382
196
$223K 0.08%
5,120
197
$220K 0.08%
5,239
-210
198
$217K 0.08%
+3,989
199
$217K 0.08%
3,463
-3
200
$216K 0.08%
946
+23
6 7
8
9 10