We are live on ! Find out more
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
AGG icon
351
iShares Core US Aggregate Bond ETF
AGG
$138B
$283K 0.03%
2,857
-96
-3% -$9.5K
HON icon
352
Honeywell
HON
$70.6B
$281K 0.03%
1,253
-1,461
-54% -$326K
HONA
353
Honeywell Aerospace
HONA
$65.8B
$277K 0.03%
+1,253
New +$276K
SCHB icon
354
Schwab US Broad Market ETF
SCHB
$43.5B
$277K 0.03%
9,557
-537
-5% -$15K
ICE icon
355
Intercontinental Exchange
ICE
$77.8B
$276K 0.03%
2,243
+897
+67% +$135K
BSM icon
356
Black Stone Minerals
BSM
$3.05B
$275K 0.03%
19,662
– –
AFL icon
357
Aflac
AFL
$62.1B
$272K 0.03%
2,323
-442
-16% -$50.9K
SCHF icon
358
Schwab International Equity ETF
SCHF
$66.3B
$271K 0.03%
9,777
-113
-1% -$3.05K
BA icon
359
Boeing
BA
$171B
$270K 0.03%
1,248
+42
+3% +$9.34K
IJUL icon
360
Innovator International Developed Power Buffer ETF July
IJUL
$216M
$264K 0.03%
7,328
– –
GD icon
361
General Dynamics
GD
$99.9B
$263K 0.03%
743
-86
-10% -$29.5K
ASML icon
362
ASML
ASML
$684B
$259K 0.03%
+130
New +$207K
VTIP icon
363
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$257K 0.03%
5,122
-11,031
-68% -$554K
BMAR icon
364
Innovator US Equity Buffer ETF March
BMAR
$251M
$257K 0.03%
4,454
– –
POCT icon
365
Innovator US Equity Power Buffer ETF October
POCT
$967M
$256K 0.03%
5,525
– –
QQQM icon
366
Invesco NASDAQ 100 ETF
QQQM
$99.6B
$254K 0.03%
838
-234
-22% -$66.3K
QMMY
367
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$142M
$252K 0.03%
+9,501
New +$247K
DBEU icon
368
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$759M
$251K 0.03%
4,653
+112
+2% +$5.76K
DPZ icon
369
Domino's
DPZ
$10.3B
$249K 0.03%
+842
New +$277K
LSCC icon
370
Lattice Semiconductor
LSCC
$18.3B
$249K 0.03%
+1,629
New +$210K
AOCT
371
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$49.4M
$248K 0.03%
9,056
– –
FNV icon
372
Franco-Nevada
FNV
$39.1B
$247K 0.03%
1,185
-58
-5% -$13.5K
SCHX icon
373
Schwab US Large- Cap ETF
SCHX
$72.5B
$247K 0.03%
8,389
+4
+0% +$114
BSMT icon
374
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$279M
$245K 0.03%
10,628
+179
+2% +$4.13K
OKTA icon
375
Okta
OKTA
$26.9B
$242K 0.03%
+1,771
New +$167K
13 14
15
16 17

Similar funds

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $810M AUM 30.2% 1-Year Est. Return
BBI
Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return