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
$185M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.18M
3
+$4.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.39M

Top Sells

1
+$3.25M
2
+$608K
3
+$532K
4
BNS icon
Scotiabank
BNS
+$496K
5
BMO icon
Bank of Montreal
BMO
+$487K

Sector Composition

1 Energy 11.14%
2 Technology 7.7%
3 Healthcare 6.75%
4 Communication Services 6.57%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.83%
41,631
+461
27
$1.43M 0.78%
57,566
+460
28
$1.37M 0.74%
18,428
-1,747
29
$1.32M 0.72%
36,586
+1,422
30
$1.27M 0.69%
10,994
+15
31
$1.26M 0.68%
12,724
32
$1.23M 0.67%
41,925
33
$1.23M 0.67%
59,220
34
$1.22M 0.66%
10,324
+7,195
35
$1.18M 0.64%
30,865
36
$1.17M 0.63%
44,412
+4,319
37
$1.15M 0.62%
37,677
+457
38
$1.08M 0.58%
+13,104
39
$1.06M 0.58%
22,577
40
$1.06M 0.57%
36,840
41
$996K 0.54%
9,743
-30
42
$985K 0.53%
7,554
+2,595
43
$974K 0.53%
+33,828
44
$939K 0.51%
51,350
+425
45
$924K 0.5%
15,370
46
$921K 0.5%
7,621
+214
47
$918K 0.5%
30,470
48
$849K 0.46%
20,281
49
$849K 0.46%
21,525
+325
50
$848K 0.46%
6,120
+841
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