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
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$597K
3
+$306K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$267K
5
MDT icon
Medtronic
MDT
+$244K

Top Sells

1
+$7.61M
2
+$3.98M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
WMB icon
Williams Companies
WMB
+$678K

Sector Composition

1 Energy 12.42%
2 Technology 10%
3 Healthcare 7.93%
4 Communication Services 7.81%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.86%
34,651
-374
27
$1.87M 0.85%
11,409
+64
28
$1.83M 0.83%
7,708
-5,748
29
$1.8M 0.82%
29,665
+627
30
$1.72M 0.78%
20,943
-893
31
$1.7M 0.78%
38,163
-286
32
$1.62M 0.74%
47,950
+273
33
$1.55M 0.71%
32,412
+3,172
34
$1.55M 0.71%
42,945
+1,964
35
$1.55M 0.71%
34,900
+120
36
$1.53M 0.7%
79,100
-4,750
37
$1.5M 0.69%
13,250
-80
38
$1.47M 0.67%
49,589
-22,932
39
$1.38M 0.63%
11,379
40
$1.37M 0.63%
15,271
+540
41
$1.28M 0.59%
8,976
-1,331
42
$1.23M 0.56%
38,275
-1,675
43
$1.22M 0.56%
26,450
-1,800
44
$1.1M 0.5%
30,500
-1,350
45
$1.09M 0.5%
62,997
46
$1.08M 0.49%
6,512
-51
47
$1.06M 0.48%
33,858
-1,502
48
$1.04M 0.48%
32,175
-1,400
49
$996K 0.45%
17,890
-126
50
$971K 0.44%
5,826
-1,411
1
2
3 4 5