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
$197M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.28M
3
+$1.09M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$905K
5
AMLP icon
Alerian MLP ETF
AMLP
+$581K

Top Sells

1
+$3.88M
2
+$3.31M
3
+$733K
4
META icon
Meta Platforms (Facebook)
META
+$730K
5
EOG icon
EOG Resources
EOG
+$547K

Sector Composition

1 Energy 9.58%
2 Technology 8.06%
3 Healthcare 6.86%
4 Communication Services 6.63%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.92%
33,419
+694
27
$1.71M 0.87%
55,979
+2,062
28
$1.71M 0.87%
17,136
+74
29
$1.64M 0.83%
21,094
+2,666
30
$1.48M 0.75%
57,741
+175
31
$1.34M 0.68%
36,792
+206
32
$1.33M 0.68%
8,933
+1,312
33
$1.33M 0.67%
12,724
34
$1.31M 0.66%
10,369
+45
35
$1.3M 0.66%
11,041
+47
36
$1.21M 0.61%
44,412
37
$1.14M 0.58%
22,679
+102
38
$1.13M 0.57%
30,865
39
$1.11M 0.56%
18,449
+9,638
40
$1.08M 0.55%
13,646
+2,850
41
$1.06M 0.54%
30,738
+268
42
$1.04M 0.53%
15,370
43
$1.03M 0.52%
9,837
+94
44
$1.01M 0.51%
13,100
-4
45
$986K 0.5%
29,180
+1,980
46
$963K 0.49%
33,828
47
$954K 0.48%
14,712
+1,545
48
$914K 0.46%
20,391
+110
49
$905K 0.46%
+337,738
50
$903K 0.46%
35,140
-1,700
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