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
$61.9M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$470K
2
+$353K
3
+$212K
4
PG icon
Procter & Gamble
PG
+$203K
5
PFE icon
Pfizer
PFE
+$23.6K

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.08M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.57M

Sector Composition

1 Consumer Staples 14.34%
2 Communication Services 13.07%
3 Healthcare 10.73%
4 Technology 10.26%
5 Energy 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$645K 1.04%
6,543
-2,494
27
$624K 1.01%
15,337
-841
28
$616K 1%
18,308
-6,292
29
$598K 0.97%
12,440
+480
30
$589K 0.95%
4,248
-270
31
$551K 0.89%
7,110
-169
32
$489K 0.79%
8,858
-1,450
33
$462K 0.75%
9,564
-14,490
34
$450K 0.73%
1,778
-3,539
35
$436K 0.7%
3,706
-27
36
$436K 0.7%
9,693
-486
37
$402K 0.65%
2,714
-3,785
38
$401K 0.65%
3,597
-1,316
39
$375K 0.61%
9,752
-548
40
$353K 0.57%
+2,527
41
$346K 0.56%
14,394
-4,530
42
$329K 0.53%
6,539
-13,219
43
$318K 0.51%
3,512
-112
44
$315K 0.51%
12,100
-4,900
45
$304K 0.49%
1,851
-76
46
$303K 0.49%
3,171
-1,747
47
$275K 0.44%
100
48
$262K 0.42%
1,517
49
$260K 0.42%
2,471
-917
50
$251K 0.41%
5,078
+366
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