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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
SDY icon
301
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$349K 0.04%
2,294
-21
-0.9% -$3.13K
SHEL icon
302
Shell
SHEL
$234B
$346K 0.04%
4,467
+95
+2% +$8.2K
AVDE icon
303
Avantis International Equity ETF
AVDE
$17.6B
$346K 0.04%
3,881
– –
STEN
304
iShares Large Cap 10% Target Buffer Sep ETF
STEN
$38.9M
$345K 0.04%
12,510
– –
GPIX icon
305
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.75B
$343K 0.04%
+6,175
New +$335K
AJUL
306
Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL
$59.5M
$342K 0.04%
11,357
– –
FIS icon
307
Fidelity National Information Services
FIS
$21B
$334K 0.04%
8,579
-403
-4% -$17.4K
EBAY icon
308
eBay
EBAY
$50B
$333K 0.04%
2,981
+16
+0.5% +$1.71K
VNOM icon
309
Viper Energy
VNOM
$8.39B
$333K 0.04%
7,850
+35
+0.4% +$1.62K
IBDT icon
310
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.03B
$333K 0.04%
13,171
– –
PDEC icon
311
Innovator US Equity Power Buffer ETF December
PDEC
$989M
$332K 0.04%
7,232
– –
MPC icon
312
Marathon Petroleum
MPC
$88.6B
$331K 0.04%
1,294
+13
+1% +$3.19K
MCHP icon
313
Microchip Technology
MCHP
$47.3B
$330K 0.04%
3,621
-282
-7% -$25.1K
BNY
314
Bank of New York Mellon
BNY
$106B
$329K 0.04%
2,273
-165
-7% -$22.6K
SBRA icon
315
Sabra Healthcare REIT
SBRA
$4.98B
$325K 0.04%
16,656
-906
-5% -$18K
IAPR icon
316
Innovator International Developed Power Buffer ETF April
IAPR
$201M
$323K 0.04%
+9,725
New +$319K
ADI icon
317
Analog Devices
ADI
$191B
$323K 0.04%
813
-70
-8% -$27.7K
CRWV
318
CoreWeave Inc
CRWV
$43.6B
$319K 0.04%
+3,204
New +$346K
XLP icon
319
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$319K 0.04%
3,838
-174
-4% -$14.5K
HII icon
320
Huntington Ingalls Industries
HII
$11B
$319K 0.04%
1,139
-14
-1% -$4.68K
OTIS icon
321
Otis Worldwide
OTIS
$27.8B
$318K 0.04%
+4,440
New +$332K
FXL icon
322
First Trust Technology AlphaDEX Fund
FXL
$2.58B
$316K 0.04%
1,456
– –
STXF
323
Strive 500 ETF
STXF
$1.13B
$315K 0.04%
6,527
+16
+0.2% +$749
ARTY
324
iShares Future AI & Tech ETF
ARTY
$3.66B
$314K 0.04%
+4,119
New +$273K
XLY icon
325
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$312K 0.04%
2,664
-242
-8% -$28.2K
11 12
13
14 15

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