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
$104M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.58M
3
+$3.58M
4
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$3.5M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$3.04M

Top Sells

1
+$3.33M
2
+$879K
3
+$637K
4
META icon
Meta Platforms (Facebook)
META
+$616K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$546K

Sector Composition

1 Energy 42.28%
2 Consumer Staples 8.93%
3 Communication Services 7.77%
4 Healthcare 6.69%
5 Technology 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.39%
+27,800
27
$1.41M 1.36%
17,035
-7,680
28
$1.4M 1.34%
+67,932
29
$1.36M 1.3%
+28,230
30
$1.33M 1.28%
25,456
+3,760
31
$1.29M 1.24%
+44,400
32
$1.28M 1.23%
10,258
-700
33
$1.27M 1.22%
38,088
-10,592
34
$1.09M 1.05%
4,672
+426
35
$1.01M 0.97%
19,240
+3,240
36
$1.01M 0.96%
+48,925
37
$1M 0.96%
7,494
+439
38
$949K 0.91%
+26,750
39
$940K 0.9%
+34,950
40
$921K 0.88%
+12,600
41
$843K 0.81%
18,269
-356
42
$843K 0.81%
10,077
-826
43
$759K 0.73%
12,980
+540
44
$718K 0.69%
12,624
-4,643
45
$716K 0.69%
6,660
+117
46
$712K 0.68%
+16,000
47
$697K 0.67%
14,339
-6,414
48
$685K 0.66%
12,758
-388
49
$663K 0.64%
15,495
+158
50
$628K 0.6%
4,281
+33
1
2
3 4