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
$92.4M
AUM Growth
+$105K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$481K
3
+$240K
4
VZ icon
Verizon
VZ
+$216K
5
IDA icon
Idacorp
IDA
+$205K

Top Sells

1
+$994K
2
+$946K
3
+$849K
4
WES icon
Western Midstream Partners
WES
+$332K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$272K

Sector Composition

1 Energy 43.38%
2 Communication Services 8.58%
3 Consumer Staples 7.56%
4 Technology 6.75%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.45%
27,705
-1,300
27
$1.31M 1.42%
7,975
-79
28
$1.26M 1.36%
9,947
-332
29
$1.2M 1.3%
50,800
-7,675
30
$1.14M 1.23%
4,672
31
$1.08M 1.17%
12,720
+40
32
$1.06M 1.14%
30,950
+3,500
33
$1M 1.09%
19,879
-18,735
34
$992K 1.07%
7,002
-492
35
$960K 1.04%
7,610
+1,583
36
$923K 1%
27,346
-350
37
$916K 0.99%
43,625
-2,525
38
$852K 0.92%
36,225
-325
39
$826K 0.89%
10,138
-80
40
$825K 0.89%
9,976
-53
41
$810K 0.88%
16,288
-1,848
42
$763K 0.83%
13,560
-4,840
43
$721K 0.78%
13,975
+950
44
$712K 0.77%
12,298
-284
45
$684K 0.74%
6,522
46
$626K 0.68%
14,556
+358
47
$617K 0.67%
11,744
-880
48
$611K 0.66%
16,050
-500
49
$602K 0.65%
14,695
-190
50
$586K 0.63%
11,300
-2,392
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