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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
GPC icon
326
Genuine Parts
GPC
$16.8B
$312K 0.04%
2,646
-67
-2% -$6.99K
KKR icon
327
KKR & Co
KKR
$87.3B
$312K 0.04%
3,395
-275
-7% -$26.7K
ADP icon
328
Automatic Data Processing
ADP
$98.5B
$312K 0.04%
1,391
+27
+2% +$5.77K
IWP icon
329
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$310K 0.04%
2,119
+3
+0.1% +$414
MLM icon
330
Martin Marietta Materials
MLM
$34.5B
$309K 0.04%
536
-1
-0.2% -$593
HFSI
331
Hartford Strategic Income ETF
HFSI
$937M
$309K 0.04%
8,785
+121
+1% +$4.26K
VGK icon
332
Vanguard FTSE Europe ETF
VGK
$29.9B
$308K 0.04%
3,484
+96
+3% +$8.4K
NVS icon
333
Novartis
NVS
$287B
$305K 0.04%
1,948
-151
-7% -$22.6K
PANW icon
334
Palo Alto Networks
PANW
$288B
$305K 0.04%
+894
New +$205K
LII icon
335
Lennox International
LII
$19.6B
$304K 0.04%
530
+1
+0.2% +$509
EIX icon
336
Edison International
EIX
$29.5B
$303K 0.04%
4,070
-50
-1% -$3.57K
MART icon
337
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$30.6M
$302K 0.04%
7,198
– –
PPA icon
338
Invesco Aerospace & Defense ETF
PPA
$8.1B
$302K 0.04%
1,708
– –
SRE icon
339
Sempra
SRE
$61B
$300K 0.04%
3,239
-196
-6% -$18.2K
PAPR icon
340
Innovator US Equity Power Buffer ETF April
PAPR
$954M
$300K 0.04%
7,112
– –
CVS icon
341
CVS Health
CVS
$135B
$298K 0.04%
2,885
+8
+0.3% +$714
CIBR icon
342
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.6B
$298K 0.04%
3,320
– –
RBA icon
343
RB Global
RBA
$20.3B
$297K 0.04%
2,552
-5
-0.2% -$526
EMB icon
344
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$295K 0.04%
3,056
-196
-6% -$18.8K
IQV icon
345
IQVIA
IQV
$34.7B
$294K 0.04%
1,524
-239
-14% -$41.7K
QCJA
346
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$81.8M
$291K 0.04%
12,444
– –
USFR icon
347
WisdomTree Floating Rate Treasury Fund
USFR
$17.9B
$288K 0.04%
5,724
-5,558
-49% -$280K
KMI icon
348
Kinder Morgan
KMI
$72.4B
$288K 0.04%
9,005
+18
+0.2% +$580
MCK icon
349
McKesson
MCK
$94.1B
$288K 0.04%
381
-81
-18% -$64.2K
KLAC icon
350
KLA
KLAC
$301B
$285K 0.04%
+944
New +$187K
12 13
14
15 16

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