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
$95.1M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$708K
3
+$668K
4
AMLP icon
Alerian MLP ETF
AMLP
+$437K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$292K

Top Sells

1
+$793K
2
+$756K
3
+$499K
4
ETP
Energy Transfer Partners, L.P.
ETP
+$307K
5
EPD icon
Enterprise Products Partners
EPD
+$295K

Sector Composition

1 Energy 41.26%
2 Technology 7.87%
3 Communication Services 7.72%
4 Consumer Staples 7.64%
5 Healthcare 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.47%
7,949
-26
27
$1.35M 1.42%
53,800
+3,000
28
$1.27M 1.34%
12,720
29
$1.23M 1.29%
57,500
-35,350
30
$1.22M 1.29%
28,010
+305
31
$1.22M 1.28%
9,947
32
$1.21M 1.27%
42,250
-3,475
33
$1.2M 1.26%
9,525
+1,915
34
$1.14M 1.2%
7,016
+14
35
$1.1M 1.16%
4,811
+139
36
$942K 0.99%
26,072
-1,274
37
$864K 0.91%
10,161
+185
38
$830K 0.87%
12,265
-33
39
$816K 0.86%
13,560
40
$792K 0.83%
42,150
-1,475
41
$763K 0.8%
6,522
42
$754K 0.79%
15,946
-342
43
$691K 0.73%
14,198
-358
44
$668K 0.7%
+6,695
45
$662K 0.7%
31,800
-4,425
46
$631K 0.66%
14,695
47
$619K 0.65%
16,350
+300
48
$608K 0.64%
11,744
49
$586K 0.62%
11,300
50
$582K 0.61%
4,028
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