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
$85.7M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$214K
3
+$15.1K

Top Sells

1
+$12M
2
+$5.94M
3
+$4.9M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.74M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.66M

Sector Composition

1 Technology 12.27%
2 Consumer Staples 11.67%
3 Communication Services 10.98%
4 Healthcare 6.89%
5 Energy 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$866K 1.01%
10,723
-10,220
27
$828K 0.97%
17,940
-45,120
28
$826K 0.96%
6,384
-2,592
29
$813K 0.95%
13,301
-16,364
30
$779K 0.91%
7,157
-1,476
31
$770K 0.9%
24,600
-23,350
32
$759K 0.89%
4,246
-45
33
$752K 0.88%
22,296
-20,649
34
$699K 0.82%
16,178
-5,230
35
$670K 0.78%
5,631
36
$664K 0.78%
4,518
-1,994
37
$654K 0.76%
13,081
-33,316
38
$634K 0.74%
9,036
-3,206
39
$623K 0.73%
7,279
-1,135
40
$579K 0.68%
11,960
-22,940
41
$571K 0.67%
10,308
-7,582
42
$567K 0.66%
4,913
-13,204
43
$482K 0.56%
3,733
-974
44
$476K 0.56%
3,460
-1,326
45
$460K 0.54%
17,000
-54,860
46
$457K 0.53%
10,179
-3,107
47
$450K 0.53%
4,918
-5,321
48
$448K 0.52%
15,080
-4,630
49
$422K 0.49%
18,924
+678
50
$401K 0.47%
10,300
-4,930
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