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
201
$252K 0.07%
2,368
202
$249K 0.07%
3,247
-1,266
203
$249K 0.07%
+14,222
204
$247K 0.07%
2,650
205
$246K 0.07%
9,480
206
$244K 0.07%
3,119
+10
207
$241K 0.07%
4,423
-54,659
208
$241K 0.07%
+15,493
209
$240K 0.07%
661
-184
210
$239K 0.07%
30,630
+246
211
$238K 0.07%
3,154
212
$236K 0.07%
+3,707
213
$235K 0.07%
4,700
214
$232K 0.07%
3,119
+137
215
$230K 0.07%
9,199
-2,743
216
$230K 0.07%
25,000
217
$228K 0.07%
+4,180
218
$224K 0.07%
1,897
+8
219
$223K 0.07%
935
+1
220
$223K 0.07%
4,256
+810
221
$213K 0.06%
+4,750
222
$211K 0.06%
8,536
+59
223
$211K 0.06%
+5,505
224
$210K 0.06%
5,443
+63
225
$210K 0.06%
+16,675
7 8
9
10 11