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
$218M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.98M
3
+$1.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$935K

Top Sells

1
+$498K
2
+$398K
3
+$356K
4
BA icon
Boeing
BA
+$290K
5
SAN icon
Banco Santander
SAN
+$246K

Sector Composition

1 Energy 9.45%
2 Technology 7.91%
3 Communication Services 7.02%
4 Healthcare 6.76%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.82%
33,650
+231
27
$1.76M 0.8%
17,145
+9
28
$1.54M 0.71%
37,726
+934
29
$1.52M 0.7%
61,835
+4,094
30
$1.52M 0.7%
9,983
+1,050
31
$1.5M 0.68%
29,604
+6,925
32
$1.49M 0.68%
40,761
-4,077
33
$1.48M 0.68%
52,668
-3,311
34
$1.46M 0.67%
10,498
+129
35
$1.44M 0.66%
11,149
+108
36
$1.36M 0.62%
13,657
+3,820
37
$1.35M 0.62%
41,679
+10,941
38
$1.33M 0.61%
12,724
39
$1.31M 0.6%
45,930
+1,518
40
$1.28M 0.59%
9,014
+4,204
41
$1.12M 0.51%
13,651
+5
42
$1.12M 0.51%
16,295
+925
43
$1.05M 0.48%
33,175
+2,310
44
$1.02M 0.47%
40,765
+5,625
45
$945K 0.43%
33,828
46
$912K 0.42%
30,550
+19,350
47
$890K 0.41%
38,453
+32,820
48
$886K 0.41%
33,487
49
$882K 0.4%
12,975
+925
50
$877K 0.4%
36,913
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