CWS

Cypress Wealth Services Portfolio holdings

AUM $723M
1-Year Est. Return 20.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$8.56M
2 +$6.33M
3 +$4.21M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.65M
5
RBLX icon
Roblox
RBLX
+$3.11M

Top Sells

1 +$7.75M
2 +$1.02M
3 +$936K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$788K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$672K

Sector Composition

1 Technology 12.6%
2 Financials 4.52%
3 Communication Services 3.78%
4 Consumer Discretionary 3.58%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FETH
401
Fidelity Ethereum Fund
FETH
$808M
-5,263
CRWV
402
CoreWeave Inc
CRWV
$41.5B
-1,813