CWS
Cypress Wealth Services Portfolio holdings
AUM
$611M
1-Year Est. Return
18.18%
1 Year Est. Return
+18.18%
AUM
$611M
AUM Growth
+$52M
(+9.3%)
Holding
360
Top Buys
| 1 | +$5.16M | |
| 2 | +$3.54M | |
| 3 | +$2.59M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$2.06M |
| 5 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$1.74M |
Top Sells
| 1 | +$5.78M | |
| 2 | +$5.15M | |
| 3 | +$2.78M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.59M |
| 5 |
Innovator US Equity Power Buffer ETF March
PMAR
|
+$1.69M |
Sector Composition
| 1 | Technology | 11.13% |
| 2 | Financials | 3.66% |
| 3 | Consumer Discretionary | 3.33% |
| 4 | Communication Services | 3.26% |
| 5 | Healthcare | 1.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Lucid Motors
LCID
$6.31B
| – | – |
-1,525
|
|
||
352
Innovator US Small Cap Power Buffer ETF October
KOCT
$108M
| – | – |
-9,480
|
|
||
353
CarMax
KMX
$6.35B
| – | – |
-3,662
|
|
||
354
Innovator US Small Cap Power Buffer ETF July
KJUL
$158M
| – | – |
-50,154
|
|
||
355
Innovator International Developed Power Buffer ETF January
IJAN
$170M
| – | – |
-27,061
|
|
||
356
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.64B
| – | – |
-6,145
|
|
||
357
Innovator Emerging Markets Power Buffer ETF July
EJUL
$151M
| – | – |
-49,367
|
|
||
358
Coinbase
COIN
$84.9B
| – | – |
-745
|
|
||
359
CAVA Group
CAVA
$7.35B
| – | – |
-5,420
|
|
||
360
Antero Resources
AR
$9.51B
| – | – |
-5,030
|
|