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
$364M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.52M
3
+$1.98M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.98M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.95M

Top Sells

1
+$4.22M
2
+$1.3M
3
+$830K
4
FDM icon
First Trust Dow Jones Select MicroCap Index Fund
FDM
+$488K
5
TJX icon
TJX Companies
TJX
+$456K

Sector Composition

1 Consumer Staples 9.48%
2 Technology 6.72%
3 Healthcare 6.07%
4 Financials 5.14%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$332K 0.09%
5,122
+102
177
$331K 0.09%
1,522
+102
178
$330K 0.09%
4,955
+1
179
$328K 0.09%
7,264
-142
180
$324K 0.09%
3,126
-1,961
181
$321K 0.09%
+5,477
182
$319K 0.09%
5,946
-1,086
183
$313K 0.09%
+8,241
184
$313K 0.09%
2,516
185
$310K 0.09%
35,000
186
$305K 0.08%
1,380
-156
187
$305K 0.08%
10,222
-360
188
$304K 0.08%
1,886
-183
189
$303K 0.08%
1,811
+57
190
$295K 0.08%
28,375
+57
191
$293K 0.08%
11,000
192
$287K 0.08%
5,191
193
$285K 0.08%
5,589
+669
194
$284K 0.08%
+3,469
195
$284K 0.08%
27,500
196
$279K 0.08%
4,516
+113
197
$279K 0.08%
30,539
+82
198
$270K 0.07%
+5,595
199
$266K 0.07%
11,520
+97
200
$266K 0.07%
4,822
+116
6 7
8
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