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
$396M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$2.88M
3
+$2.58M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.46M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.93M

Top Sells

1
+$4.72M
2
+$1.7M
3
+$1.67M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.26M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.23M

Sector Composition

1 Consumer Staples 9.07%
2 Technology 7.35%
3 Healthcare 6.02%
4 Financials 5.01%
5 Energy 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$346K 0.09%
2,344
-676
177
$343K 0.09%
3,761
+294
178
$342K 0.09%
27,542
+452
179
$340K 0.09%
3,147
+21
180
$337K 0.09%
3,779
+310
181
$335K 0.08%
11,264
-693
182
$333K 0.08%
27,124
-608
183
$331K 0.08%
5,127
+5
184
$329K 0.08%
21,893
-2,316
185
$327K 0.08%
4,963
+8
186
$322K 0.08%
35,000
187
$311K 0.08%
2,516
188
$310K 0.08%
4,874
+358
189
$303K 0.08%
11,668
-2,068
190
$302K 0.08%
6,213
+618
191
$300K 0.08%
28,459
+84
192
$298K 0.08%
27,500
193
$295K 0.07%
3,693
+15
194
$293K 0.07%
9,426
-796
195
$287K 0.07%
11,000
196
$286K 0.07%
+8,772
197
$286K 0.07%
5,191
198
$286K 0.07%
30,620
+81
199
$274K 0.07%
3,105
+5
200
$272K 0.07%
5,078
+256
6 7
8
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