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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
ENSG icon
101
The Ensign Group
ENSG
$9.74B
$1.36M 0.17%
8,458
– –
PHYS icon
102
Sprott Physical Gold
PHYS
$14.6B
$1.36M 0.17%
44,931
– –
NJUL icon
103
Innovator Growth-100 Power Buffer ETF July
NJUL
$239M
$1.29M 0.16%
16,688
– –
SDOG icon
104
ALPS Sector Dividend Dogs ETF
SDOG
$1.37B
$1.29M 0.16%
18,849
+121
+0.6% +$8.11K
ITOT icon
105
iShares Core S&P Total US Stock Market ETF
ITOT
$94.7B
$1.28M 0.16%
7,781
+225
+3% +$35.7K
PM icon
106
Philip Morris
PM
$274B
$1.28M 0.16%
7,052
-754
-10% -$131K
YJUN icon
107
FT Vest International Equity Buffer ETF June
YJUN
$137M
$1.27M 0.16%
47,519
– –
VTI icon
108
Vanguard Total Stock Market ETF
VTI
$665B
$1.27M 0.16%
3,438
+859
+33% +$307K
DIA icon
109
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$1.26M 0.15%
2,408
-175
-7% -$87.4K
SOXX icon
110
iShares Semiconductor ETF
SOXX
$47.3B
$1.25M 0.15%
1,945
+128
+7% +$65K
SGOV icon
111
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$1.24M 0.15%
12,340
+8,677
+237% +$872K
VZ icon
112
Verizon
VZ
$177B
$1.23M 0.15%
28,944
+144
+0.5% +$6.75K
VTEB icon
113
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$1.21M 0.15%
23,833
+3,291
+16% +$165K
VV icon
114
Vanguard Large-Cap ETF
VV
$52.8B
$1.2M 0.15%
3,479
– –
ABBV icon
115
AbbVie
ABBV
$432B
$1.19M 0.15%
4,720
+86
+2% +$18.5K
AMD icon
116
Advanced Micro Devices
AMD
$894B
$1.18M 0.15%
2,032
+172
+9% +$70.5K
ANET icon
117
Arista Networks
ANET
$230B
$1.17M 0.14%
6,893
+14
+0.2% +$2.2K
DE icon
118
Deere & Co
DE
$158B
$1.13M 0.14%
1,781
-47
-3% -$27.2K
EFA icon
119
iShares MSCI EAFE ETF
EFA
$77B
$1.12M 0.14%
10,799
-238
-2% -$24.5K
JULW icon
120
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$237M
$1.1M 0.13%
26,852
– –
KO icon
121
Coca-Cola
KO
$357B
$1.09M 0.13%
13,373
+145
+1% +$11.5K
HD icon
122
Home Depot
HD
$337B
$1.08M 0.13%
3,064
-401
-12% -$130K
ZOCT
123
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$104M
$1.08M 0.13%
38,956
-3,685
-9% -$101K
JAJL
124
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$259M
$1.06M 0.13%
35,448
– –
TJUL icon
125
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$130M
$1.05M 0.13%
34,867
– –
3 4
5
6 7

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