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
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.4M
3
+$22.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.88%
2 Communication Services 3.99%
3 Consumer Discretionary 3.41%
4 Industrials 2.67%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$392K 0.09%
+4,572
177
$391K 0.09%
+11,542
178
$389K 0.09%
+6,660
179
$380K 0.08%
+2,260
180
$375K 0.08%
+27,897
181
$365K 0.08%
+5,007
182
$363K 0.08%
+39,431
183
$359K 0.08%
+4,097
184
$353K 0.08%
+4,049
185
$348K 0.08%
+2,062
186
$346K 0.08%
+6,653
187
$345K 0.08%
+4,564
188
$344K 0.08%
+2,272
189
$338K 0.08%
+6,094
190
$335K 0.07%
+1,281
191
$332K 0.07%
+4,249
192
$330K 0.07%
+5,265
193
$328K 0.07%
+5,852
194
$327K 0.07%
+5,263
195
$326K 0.07%
+3,557
196
$325K 0.07%
+146
197
$317K 0.07%
+2,239
198
$317K 0.07%
+2,227
199
$315K 0.07%
+35,017
200
$308K 0.07%
+1,131
6 7
8
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