CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
This Quarter Return
+7.46%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$341M
AUM Growth
+$341M
(+9.7%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
3.28%
Top 10 Holdings %
Top 10 Hldgs %
35.31%
Holding
260
New
27
Increased
80
Reduced
96
Closed
11
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$6.28M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.06M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.23M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.99M |
| 5 |
iShares US Technology ETF
IYW
|
$2.48M |
Top Sells
Sector Composition
| 1 | Technology | 8.39% |
| 2 | Financials | 2.79% |
| 3 | Consumer Discretionary | 2.34% |
| 4 | Communication Services | 2.26% |
| 5 | Healthcare | 1.8% |
