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
$219M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.24M
3
+$550K
4
DM
Dominion Energy Midstream Ptr LP
DM
+$500K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$441K

Top Sells

1
+$4.91M
2
+$1.53M
3
+$1.43M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$727K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$588K

Sector Composition

1 Energy 13.23%
2 Technology 8.8%
3 Healthcare 7.33%
4 Communication Services 6.9%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.93%
35,025
+1,780
27
$2.02M 0.92%
104,500
-200
28
$2.02M 0.92%
65,450
-5,970
29
$1.97M 0.9%
21,836
+1,258
30
$1.84M 0.84%
17,583
-17
31
$1.82M 0.83%
11,345
+271
32
$1.63M 0.74%
29,038
+183
33
$1.6M 0.73%
83,850
-400
34
$1.56M 0.71%
10,307
+1,625
35
$1.49M 0.68%
40,981
-517
36
$1.48M 0.67%
38,449
+114
37
$1.44M 0.66%
47,677
+364
38
$1.39M 0.63%
13,330
+512
39
$1.36M 0.62%
50,235
+300
40
$1.33M 0.61%
31,850
-50
41
$1.31M 0.6%
11,379
42
$1.3M 0.6%
34,780
+780
43
$1.24M 0.57%
29,240
+5,811
44
$1.24M 0.57%
14,731
+361
45
$1.23M 0.56%
35,360
-211
46
$1.21M 0.55%
33,575
+250
47
$1.2M 0.55%
28,250
-150
48
$1.18M 0.54%
7,237
-1,803
49
$1.16M 0.53%
39,950
+600
50
$1.04M 0.48%
6,563
+252
1
2
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