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
201
$278K 0.06%
5,804
+89
202
$278K 0.06%
2,600
-610
203
$271K 0.06%
9,480
204
$269K 0.06%
1,055
+30
205
$268K 0.06%
11,313
206
$266K 0.06%
5,505
207
$266K 0.06%
1,932
+6
208
$265K 0.06%
914
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209
$264K 0.06%
23,818
+318
210
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485
211
$258K 0.06%
+1,869
212
$257K 0.06%
9,873
213
$253K 0.06%
10,628
-295
214
$253K 0.06%
455
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215
$253K 0.06%
92,528
-521
216
$252K 0.06%
1,243
217
$251K 0.06%
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218
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219
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220
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11,727
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221
$243K 0.05%
6,663
222
$241K 0.05%
1,396
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223
$240K 0.05%
+3,060
224
$239K 0.05%
27,019
+85
225
$238K 0.05%
4,750
7 8
9
10 11