CWS
Cypress Wealth Services Portfolio holdings
AUM
$723M
1-Year Est. Return
20.15%
1 Year Est. Return
+20.15%
AUM
$723M
AUM Growth
+$112M
(+18%)
Holding
402
Top Buys
| 1 | +$8.67M | |
| 2 | +$6.41M | |
| 3 | +$4.06M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.69M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$3.01M |
Top Sells
| 1 | +$7.84M | |
| 2 | +$1.02M | |
| 3 | +$930K | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$788K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$691K |
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 | |
|---|---|---|---|---|---|---|
|
BSCP
401
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-49,199
|
|
||
402
Bitwise Bitcoin ETF
BITB
$3.71B
| – | – |
-3,313
|
|