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
$294M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.43M
3
+$1.18M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.08M
5
IEV icon
iShares Europe ETF
IEV
+$959K

Top Sells

1
+$4.72M
2
+$1.57M
3
+$1.49M
4
WFC icon
Wells Fargo
WFC
+$1.33M
5
IYE icon
iShares US Energy ETF
IYE
+$1.2M

Sector Composition

1 Technology 7.83%
2 Financials 2.69%
3 Consumer Discretionary 2.61%
4 Healthcare 2.16%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$278K 0.09%
1,069
-34
177
$278K 0.09%
11,096
-1,978
178
$274K 0.09%
7,742
+172
179
$273K 0.09%
20,000
180
$266K 0.09%
11,550
181
$258K 0.09%
12,021
+1,059
182
$258K 0.09%
20,345
183
$257K 0.09%
1,101
-182
184
$256K 0.09%
3,931
-444
185
$253K 0.09%
3,408
-1,354
186
$251K 0.09%
+3,433
187
$251K 0.09%
2,758
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188
$251K 0.09%
833
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189
$251K 0.09%
+8,723
190
$246K 0.08%
1,340
-971
191
$246K 0.08%
30,140
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192
$241K 0.08%
2,727
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193
$240K 0.08%
8,887
194
$239K 0.08%
3,777
-1,948
195
$233K 0.08%
2,650
196
$231K 0.08%
9,480
197
$231K 0.08%
3,146
198
$229K 0.08%
+3,967
199
$228K 0.08%
773
-836
200
$226K 0.08%
25,000
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