CWS
Cypress Wealth Services Portfolio holdings
AUM
$559M
1-Year Return
14.62%
This Quarter Return
+7.57%
1 Year Return
+14.62%
3 Year Return
+55.47%
5 Year Return
–
10 Year Return
–
AUM
$365M
AUM Growth
+$31.4M
(+9.4%)
Cap. Flow
+$9.85M
Cap. Flow
% of AUM
2.7%
Top 10 Holdings %
Top 10 Hldgs %
33.96%
Holding
243
New
17
Increased
110
Reduced
72
Closed
14
Top Buys
| 1 |
Independence Realty Trust
IRT
|
$3.15M |
| 2 |
iShares Fallen Angels USD Bond ETF
FALN
|
$1.52M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.46M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.4M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.1M |
Top Sells
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Communication Services | 4.66% |
| 3 | Consumer Discretionary | 3.86% |
| 4 | Financials | 3.35% |
| 5 | Industrials | 2.29% |
