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
$202M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$423K
3
+$336K
4
CAJ
Canon, Inc.
CAJ
+$289K
5
SEMG
SEMGROUP CORPORATION
SEMG
+$274K

Top Sells

1
+$3.62M
2
+$2.95M
3
+$2.75M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.34M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.31M

Sector Composition

1 Energy 12.25%
2 Technology 7.69%
3 Healthcare 7.53%
4 Communication Services 7.36%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.88%
34,213
+563
27
$1.75M 0.86%
52,350
-318
28
$1.58M 0.78%
28,758
-846
29
$1.58M 0.78%
11,172
+23
30
$1.55M 0.76%
37,804
+78
31
$1.52M 0.75%
10,363
-135
32
$1.49M 0.73%
44,011
+3,250
33
$1.45M 0.72%
9,617
-366
34
$1.37M 0.67%
35,600
+2,425
35
$1.36M 0.67%
12,724
36
$1.36M 0.67%
32,250
+1,700
37
$1.35M 0.67%
17,820
+1,525
38
$1.32M 0.65%
46,075
+145
39
$1.32M 0.65%
40,306
-1,373
40
$1.31M 0.65%
9,039
+25
41
$1.26M 0.62%
43,765
+3,000
42
$1.19M 0.59%
12,113
-1,544
43
$1.17M 0.58%
20,956
-49,184
44
$1.17M 0.58%
13,772
+121
45
$1.16M 0.57%
73,000
+5,900
46
$1.14M 0.56%
41,053
+2,600
47
$1.11M 0.55%
30,900
+1,800
48
$983K 0.49%
14,799
+3,008
49
$980K 0.48%
23,429
-30,328
50
$974K 0.48%
13,850
+875
1
2
3 4 5