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
$341M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$4.06M
3
+$3.23M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.99M
5
IYW icon
iShares US Technology ETF
IYW
+$2.48M

Top Sells

1
+$5.64M
2
+$2.98M
3
+$1.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.29M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M

Sector Composition

1 Technology 8.39%
2 Financials 2.79%
3 Consumer Discretionary 2.34%
4 Communication Services 2.26%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$320K 0.09%
3,315
-552
177
$316K 0.09%
1,106
+3
178
$316K 0.09%
1,129
+1
179
$315K 0.09%
3,585
+102
180
$313K 0.09%
12,767
-103
181
$313K 0.09%
13,139
182
$308K 0.09%
4,658
-35
183
$308K 0.09%
9,417
-512
184
$305K 0.09%
12,021
185
$303K 0.09%
12,776
-445
186
$301K 0.09%
+9,793
187
$299K 0.09%
915
+70
188
$298K 0.09%
11,839
+626
189
$294K 0.09%
2,668
-5,106
190
$291K 0.09%
+8,436
191
$284K 0.08%
1,335
-5
192
$283K 0.08%
2,577
-3,546
193
$275K 0.08%
1,502
-510
194
$266K 0.08%
+12,845
195
$263K 0.08%
+7,211
196
$262K 0.08%
7,676
-654
197
$256K 0.08%
8,887
198
$255K 0.07%
+8,223
199
$255K 0.07%
6,390
-1,157
200
$252K 0.07%
5,290
+391
6 7
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