We are live on ! Find out more
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
BAC icon
251
Bank of America
BAC
$425B
$466K 0.06%
8,176
+8
+0.1% +$425
STIP icon
252
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$465K 0.06%
+4,553
New +$470K
PFE icon
253
Pfizer
PFE
$138B
$459K 0.06%
19,074
-1,732
-8% -$45.3K
OMC icon
254
Omnicom Group
OMC
$23B
$452K 0.06%
6,208
-382
-6% -$28.8K
ORLY icon
255
O'Reilly Automotive
ORLY
$71.1B
$451K 0.06%
4,894
-90
-2% -$8.21K
UNH icon
256
UnitedHealth
UNH
$386B
$448K 0.06%
1,077
-5
-0.5% -$1.85K
DELL icon
257
Dell
DELL
$296B
$445K 0.05%
1,032
-240
-19% -$69.4K
XAR icon
258
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.05B
$445K 0.05%
+1,567
New +$424K
XLE icon
259
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$444K 0.05%
8,351
-6
-0.1% -$343
VT icon
260
Vanguard Total World Stock ETF
VT
$77.6B
$443K 0.05%
2,822
-95
-3% -$14.5K
MDY icon
261
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$440K 0.05%
626
– –
HDV
262
iShares Core High Dividend ETF
HDV
$13.9B
$440K 0.05%
16,054
-76
-0.5% -$2.07K
VBR icon
263
Vanguard Small-Cap Value ETF
VBR
$36.7B
$438K 0.05%
1,804
-40
-2% -$9.3K
FTC icon
264
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.58B
$436K 0.05%
2,250
+1
+0% +$177
SYY icon
265
Sysco
SYY
$39.6B
$432K 0.05%
5,163
-103
-2% -$7.8K
HIMU
266
iShares High Yield Muni Active ETF
HIMU
$2.38B
$428K 0.05%
8,585
+3,626
+73% +$177K
JMOM icon
267
JPMorgan US Momentum Factor ETF
JMOM
$2.49B
$426K 0.05%
4,980
-1,158
-19% -$90.9K
GNMA icon
268
iShares GNMA Bond ETF
GNMA
$425M
$416K 0.05%
9,411
+1,158
+14% +$51.2K
DSI icon
269
iShares MSCI KLD 400 Social ETF
DSI
$5.35B
$415K 0.05%
2,912
– –
XLK icon
270
State Street Technology Select Sector SPDR ETF
XLK
$119B
$413K 0.05%
2,167
-4
-0.2% -$683
XLI icon
271
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$400K 0.05%
2,160
-487
-18% -$84.6K
GEV icon
272
GE Vernova
GEV
$286B
$400K 0.05%
340
+1
+0.3% +$1.02K
AEM icon
273
Agnico Eagle Mines
AEM
$72.2B
$400K 0.05%
2,578
-3
-0.1% -$556
MARW icon
274
AllianzIM U.S. Equity Buffer20 Mar ETF
MARW
$87M
$399K 0.05%
11,059
– –
NSC icon
275
Norfolk Southern
NSC
$73.4B
$399K 0.05%
1,269
-80
-6% -$24.7K
9 10
11
12 13

Similar funds

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $810M AUM 30.2% 1-Year Est. Return
BBI
Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return