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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
$498M
AUM Growth
+$14.3M
(+3%)
Holding
309
Top Buys
| 1 | +$2.58M | |
| 2 | +$2.23M | |
| 3 | +$2.07M | |
| 4 |
ZNOV
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
|
+$1.6M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.45M |
Top Sells
| 1 | +$1.24M | |
| 2 | +$1.12M | |
| 3 | +$1.1M | |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$942K |
| 5 |
Innovator Growth-100 Power Buffer ETF July
NJUL
|
+$820K |
Sector Composition
| 1 | Technology | 10.55% |
| 2 | Consumer Discretionary | 3.58% |
| 3 | Financials | 3.5% |
| 4 | Communication Services | 2.92% |
| 5 | Healthcare | 1.8% |