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CWS

Cypress Wealth Services Portfolio holdings

AUM $813M
1-Year Est. Return 27.86%
This Fund
S&P 500
This Quarter Est. Return
+15.17%
1 Year Est. Return
+27.86%
3 Year Est. Return
+71.84%
5 Year Est. Return
+76.02%
10 Year Est. Return
–
AUM
$813M
AUM Growth
+$104M
Cap. Flow
+$19.2M
Cap. Flow %
2.36%
Top 10 Hldgs %
32.32%
Holding
433
New
36
Increased
131
Reduced
187
Closed
11

Top Buys

1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$15.2M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M
3
CORO
iShares International Country Rotation Active ETF
CORO
+$4.57M
4
IALT
iShares Systematic Alternatives Active ETF
IALT
+$4.45M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.27M

Top Sells

1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$8.66M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.39M
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.07M
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$2.88M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.24M

Sector Composition

1 Technology 12.1%
2 Financials 3.86%
3 Communication Services 3.24%
4 Consumer Discretionary 2.97%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
226
Salesforce
CRM
$137B
$531K 0.07%
3,388
-55
-2% -$9.67K
ACN icon
227
Accenture
ACN
$82.3B
$528K 0.06%
4,239
+1,834
+76% +$318K
DDFD
228
Innovator Equity Dual Directional 15 Buffer ETF Dec
DDFD
$106M
$526K 0.06%
26,316
– –
USMV icon
229
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$525K 0.06%
5,444
-1,936
-26% -$184K
LOW icon
230
Lowe's Companies
LOW
$116B
$525K 0.06%
2,379
-109
-4% -$24.8K
MCD icon
231
McDonald's
MCD
$191B
$523K 0.06%
1,936
-117
-6% -$33.5K
COP icon
232
ConocoPhillips
COP
$136B
$523K 0.06%
5,029
-190
-4% -$22.5K
CMCSA icon
233
Comcast
CMCSA
$82.8B
$522K 0.06%
21,269
-5,033
-19% -$130K
WM icon
234
Waste Management
WM
$94.1B
$521K 0.06%
2,336
+76
+3% +$16.9K
LYG icon
235
Lloyds Banking Group
LYG
$86.2B
$517K 0.06%
88,676
-934
-1% -$5.07K
RY icon
236
Royal Bank of Canada
RY
$297B
$517K 0.06%
2,496
+3
+0.1% +$557
EJAN icon
237
Innovator Emerging Markets Power Buffer ETF January
EJAN
$145M
$510K 0.06%
14,161
– –
RMI
238
RiverNorth Opportunistic Municipal Income Fund
RMI
$100M
$503K 0.06%
32,500
– –
MO icon
239
Altria Group
MO
$117B
$503K 0.06%
6,991
+39
+0.6% +$2.72K
IWD icon
240
iShares Russell 1000 Value ETF
IWD
$81.4B
$495K 0.06%
2,044
-53
-3% -$12.3K
XLU icon
241
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$491K 0.06%
10,825
-126
-1% -$5.71K
APD icon
242
Air Products & Chemicals
APD
$66.7B
$490K 0.06%
1,672
-108
-6% -$31.4K
T icon
243
AT&T
T
$148B
$479K 0.06%
23,146
-2,708
-10% -$67.2K
IMAR icon
244
Innovator International Developed Power Buffer ETF March
IMAR
$112M
$479K 0.06%
+15,731
New +$473K
AMT icon
245
American Tower
AMT
$78.7B
$474K 0.06%
2,899
+13
+0.5% +$2.34K
ITW icon
246
Illinois Tool Works
ITW
$78.3B
$474K 0.06%
1,751
-29
-2% -$7.52K
SIZE icon
247
iShares MSCI USA Size Factor ETF
SIZE
$429M
$471K 0.06%
2,644
+7
+0.3% +$1.2K
DOC icon
248
Healthpeak Properties
DOC
$14.9B
$470K 0.06%
21,971
-241
-1% -$4.5K
PAUG icon
249
Innovator US Equity Power Buffer ETF August
PAUG
$864M
$469K 0.06%
10,266
– –
C icon
250
Citigroup
C
$227B
$468K 0.06%
3,343
+20
+0.6% +$2.6K
8 9
10
11 12

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