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
$222M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.18M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$826K
5
XYZ
Block Inc
XYZ
+$735K

Top Sells

1
+$806K
2
+$496K
3
+$480K
4
EPD icon
Enterprise Products Partners
EPD
+$444K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$405K

Sector Composition

1 Energy 11.99%
2 Technology 8.65%
3 Healthcare 7.59%
4 Communication Services 7.53%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.9%
36,096
+1,883
27
$1.91M 0.86%
17,600
+419
28
$1.8M 0.81%
20,578
-485
29
$1.79M 0.81%
33,245
-479
30
$1.76M 0.79%
104,700
+39,625
31
$1.72M 0.77%
28,855
+97
32
$1.57M 0.71%
41,498
+1,192
33
$1.55M 0.7%
11,074
-98
34
$1.51M 0.68%
38,335
+531
35
$1.5M 0.68%
47,313
+1,238
36
$1.42M 0.64%
34,000
+3,100
37
$1.41M 0.64%
84,250
+11,250
38
$1.38M 0.62%
49,935
-16,075
39
$1.31M 0.59%
19,409
+4,610
40
$1.31M 0.59%
9,040
+1
41
$1.29M 0.58%
14,370
+598
42
$1.27M 0.57%
11,379
-1,345
43
$1.26M 0.57%
33,325
-2,275
44
$1.26M 0.57%
39,350
-4,661
45
$1.23M 0.56%
8,682
-935
46
$1.23M 0.55%
35,571
-5,482
47
$1.21M 0.54%
28,400
+4,600
48
$1.19M 0.54%
12,818
+705
49
$1.13M 0.51%
31,900
+2,400
50
$1.08M 0.49%
37,865
-5,900
1
2
3 4 5