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CWS
Cypress Wealth Services Portfolio holdings
AUM
$708M
1-Year Est. Return
20.96%
This Fund
S&P 500
1 Year Est. Return
+20.96%
AUM
$484M
AUM Growth
+$34.5M
(+7.7%)
Holding
301
Top Buys
| 1 | +$3.06M | |
| 2 | +$1.91M | |
| 3 | +$1.38M | |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$1.04M |
| 5 |
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
|
+$744K |
Top Sells
| 1 | +$1.37M | |
| 2 | +$1.1M | |
| 3 | +$1.05M | |
| 4 |
FT Vest US Equity Buffer ETF July
FJUL
|
+$655K |
| 5 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
+$643K |
Sector Composition
| 1 | Technology | 9.81% |
| 2 | Financials | 3.2% |
| 3 | Consumer Discretionary | 3.13% |
| 4 | Communication Services | 2.65% |
| 5 | Healthcare | 1.98% |