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
$92.3M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$753K
3
+$458K
4
BPL
Buckeye Partners, L.P.
BPL
+$243K
5
CHT icon
Chunghwa Telecom
CHT
+$202K

Top Sells

1
+$750K
2
+$697K
3
+$611K
4
TRGP icon
Targa Resources
TRGP
+$572K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$514K

Sector Composition

1 Energy 40.4%
2 Consumer Staples 8.96%
3 Communication Services 7.79%
4 Healthcare 7.36%
5 Technology 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.48%
28,500
+700
27
$1.29M 1.4%
58,475
-9,457
28
$1.24M 1.34%
29,005
+775
29
$1.19M 1.29%
45,800
+1,400
30
$1.17M 1.27%
10,279
+21
31
$1.04M 1.13%
4,672
32
$1.01M 1.09%
7,494
33
$952K 1.03%
18,400
-840
34
$945K 1.02%
18,136
-133
35
$921K 1%
27,696
-10,392
36
$918K 0.99%
12,680
-300
37
$907K 0.98%
27,450
+700
38
$844K 0.91%
36,550
+1,600
39
$823K 0.89%
46,150
-2,775
40
$771K 0.84%
10,218
-6,817
41
$769K 0.83%
13,025
+425
42
$753K 0.82%
+6,027
43
$748K 0.81%
10,029
-48
44
$737K 0.8%
12,624
45
$711K 0.77%
13,692
-11,764
46
$659K 0.71%
4,493
+212
47
$655K 0.71%
6,522
-138
48
$654K 0.71%
12,582
-176
49
$621K 0.67%
14,885
-610
50
$609K 0.66%
14,198
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