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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
STX icon
276
Seagate
STX
$199B
$399K 0.05%
+413
New +$315K
SPCX
277
SpaceX
SPCX
$1.79T
$396K 0.05%
+2,320
New +$394K
AZN icon
278
AstraZeneca
AZN
$255B
$392K 0.05%
2,069
-14
-0.7% -$2.63K
GE icon
279
GE Aerospace
GE
$369B
$392K 0.05%
1,050
+18
+2% +$5.63K
LMT icon
280
Lockheed Martin
LMT
$119B
$391K 0.05%
767
-83
-10% -$44.9K
FCX icon
281
Freeport-McMoran
FCX
$89.1B
$390K 0.05%
6,204
-43
-0.7% -$2.76K
ESGE icon
282
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
$390K 0.05%
7,122
-992
-12% -$51.8K
VNQ icon
283
Vanguard Real Estate ETF
VNQ
$38.7B
$388K 0.05%
4,029
+213
+6% +$20.4K
BND icon
284
Vanguard Total Bond Market
BND
$158B
$385K 0.05%
5,240
-430
-8% -$31.6K
ETR icon
285
Entergy
ETR
$53.8B
$384K 0.05%
3,339
-653
-16% -$73.6K
SFLR icon
286
Innovator Equity Managed Floor ETF
SFLR
$2.11B
$381K 0.05%
9,881
– –
AVUS icon
287
Avantis US Equity ETF
AVUS
$13.9B
$377K 0.05%
2,944
– –
CL icon
288
Colgate-Palmolive
CL
$72.8B
$377K 0.05%
4,109
-129
-3% -$11.3K
IFRA icon
289
iShares US Infrastructure ETF
IFRA
$4.59B
$376K 0.05%
5,964
-1,835
-24% -$112K
PJAN icon
290
Innovator US Equity Power Buffer ETF January
PJAN
$1.47B
$370K 0.05%
7,486
– –
DECU
291
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$53.5M
$369K 0.05%
12,628
– –
VBK icon
292
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$366K 0.05%
1,000
-35
-3% -$11.9K
USXF icon
293
iShares ESG Advanced MSCI USA ETF
USXF
$1.45B
$365K 0.04%
5,256
+221
+4% +$14.3K
WEC icon
294
WEC Energy
WEC
$37.5B
$365K 0.04%
3,125
-24
-0.8% -$2.74K
NUE icon
295
Nucor
NUE
$53.3B
$360K 0.04%
1,617
+2
+0.1% +$453
GLW icon
296
Corning
GLW
$161B
$354K 0.04%
1,387
-105
-7% -$19.1K
GBTC icon
297
Grayscale Bitcoin Trust
GBTC
$9.7B
$353K 0.04%
7,762
– –
ZFEB
298
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$155M
$353K 0.04%
13,574
– –
FEZ icon
299
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.3B
$352K 0.04%
5,119
-18
-0.4% -$1.2K
LAMR icon
300
Lamar Advertising Co
LAMR
$16B
$349K 0.04%
2,238
-2,107
-48% -$305K
10 11
12
13 14

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