CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
1-Year Return
14.62%
This Quarter Return
-13.74%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$313M
AUM Growth
-$53.4M
(-15%)
Cap. Flow
-$503K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
35.42%
Holding
263
New
20
Increased
94
Reduced
84
Closed
35
Top Buys
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$2.73M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$2.32M |
| 3 |
iShares S&P 100 ETF
OEF
|
$1.98M |
| 4 |
iShares Core High Dividend ETF
HDV
|
$1.95M |
| 5 |
Innovator US Equity Ultra Buffer ETF June
UJUN
|
$1.59M |
Top Sells
Sector Composition
| 1 | Technology | 7.46% |
| 2 | Communication Services | 4.05% |
| 3 | Financials | 3.31% |
| 4 | Consumer Discretionary | 2.69% |
| 5 | Healthcare | 2.58% |
