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
$449M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.88M
3
+$1.65M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$1.43M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.22M

Top Sells

1
+$2.29M
2
+$2.14M
3
+$1.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Technology 9.43%
2 Financials 3.11%
3 Consumer Discretionary 2.94%
4 Communication Services 2.83%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$357K 0.08%
14,427
177
$356K 0.08%
656
+64
178
$354K 0.08%
10,376
+1,489
179
$352K 0.08%
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31,915
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181
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7,567
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3,261
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183
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184
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9,175
185
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186
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8,197
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187
$318K 0.07%
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188
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+12,519
189
$310K 0.07%
1,256
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190
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9,173
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192
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193
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194
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195
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3,878
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196
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2,530
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197
$289K 0.06%
3,958
198
$286K 0.06%
8,189
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199
$286K 0.06%
9,220
+166
200
$285K 0.06%
2,743
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