CWA

Cypress Wealth Advisors Portfolio holdings

AUM $87.4M
1-Year Est. Return 8.56%
This Quarter Est. Return
1 Year Est. Return
+8.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.4M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.1M
3
+$1.74M
4
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$1.47M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$981K

Top Sells

1
+$1.38M
2
+$1.16M
3
+$755K
4
WMB icon
Williams Companies
WMB
+$719K
5
MPLX icon
MPLX
MPLX
+$549K

Sector Composition

1 Energy 39.56%
2 Technology 10.7%
3 Consumer Staples 7.77%
4 Communication Services 7.41%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARE icon
26
Alexandria Real Estate Equities
ARE
$9.3B
$1.25M 1.43%
8,762
+1,007
AM
27
DELISTED
ANTERO MIDSTREAM PARTNERS LP
AM
$1.25M 1.43%
90,511
+40,486
CVX icon
28
Chevron
CVX
$300B
$1.23M 1.41%
9,972
UNP icon
29
Union Pacific
UNP
$138B
$1.17M 1.34%
7,019
-9
SEMG
30
DELISTED
SEMGROUP CORPORATION
SEMG
$1.12M 1.28%
76,150
-5,600
PSXP
31
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
$1.08M 1.24%
20,700
-3,800
KMI icon
32
Kinder Morgan
KMI
$59.7B
$1.07M 1.22%
53,438
+30,400
SHLX
33
DELISTED
Shell Midstream Partners, L.P.
SHLX
$981K 1.12%
+47,950
MRK icon
34
Merck
MRK
$251B
$937K 1.07%
11,806
AMZN icon
35
Amazon
AMZN
$2.51T
$846K 0.97%
9,500
-3,520
CSM icon
36
ProShares Large Cap Core Plus
CSM
$485M
$782K 0.89%
22,852
-1,540
INTC icon
37
Intel
INTC
$207B
$781K 0.89%
14,549
-1,182
BIDU icon
38
Baidu
BIDU
$40.9B
$757K 0.87%
4,594
-117
MDLZ icon
39
Mondelez International
MDLZ
$72.2B
$742K 0.85%
14,859
CSCO icon
40
Cisco
CSCO
$304B
$738K 0.84%
13,667
-531
DIS icon
41
Walt Disney
DIS
$187B
$680K 0.78%
6,125
-18
DVY icon
42
iShares Select Dividend ETF
DVY
$20.6B
$657K 0.75%
6,695
BPMP
43
DELISTED
BP Midstream Partners LP Common Units representing Limited Partner Interests
BPMP
$647K 0.74%
44,725
+25,000
XOM icon
44
Exxon Mobil
XOM
$487B
$628K 0.72%
7,777
-2,021
IEMG icon
45
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$607K 0.69%
11,744
OKE icon
46
Oneok
OKE
$46B
$607K 0.69%
8,689
-100
PANW icon
47
Palo Alto Networks
PANW
$132B
$583K 0.67%
14,394
VGSH icon
48
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$564K 0.65%
+9,330
IBM icon
49
IBM
IBM
$282B
$543K 0.62%
4,028
-276
BND icon
50
Vanguard Total Bond Market
BND
$142B
$508K 0.58%
+9,100
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