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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$8.41M
3
+$6.7M
4
META icon
Meta Platforms (Facebook)
META
+$5.24M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.21%
2 Technology 8.25%
3 Healthcare 6.23%
4 Communication Services 6.08%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1%
+57,106
27
$1.68M 0.98%
+20,175
28
$1.64M 0.96%
+51,589
29
$1.62M 0.95%
+37,220
30
$1.62M 0.95%
+17,330
31
$1.6M 0.94%
+27,492
32
$1.58M 0.93%
+50,925
33
$1.42M 0.83%
+35,164
34
$1.4M 0.82%
+36,840
35
$1.36M 0.8%
+51,720
36
$1.36M 0.8%
+12,724
37
$1.35M 0.79%
+30,865
38
$1.34M 0.78%
+10,979
39
$1.32M 0.77%
+14,800
40
$1.27M 0.74%
+21,200
41
$1.23M 0.72%
+22,577
42
$1.14M 0.67%
+14,587
43
$1.13M 0.66%
+15,370
44
$1.12M 0.65%
+9,773
45
$1.1M 0.64%
+40,093
46
$1.01M 0.59%
+15,443
47
$992K 0.58%
+38,798
48
$943K 0.55%
+7,407
49
$927K 0.54%
+30,470
50
$908K 0.53%
+12,610
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