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
$87.4M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.1M
3
+$1.74M
4
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$1.47M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$981K

Top Sells

1
+$1.38M
2
+$1.16M
3
+$755K
4
WMB icon
Williams Companies
WMB
+$719K
5
MPLX icon
MPLX
MPLX
+$549K

Sector Composition

1 Energy 39.56%
2 Technology 10.7%
3 Consumer Staples 7.77%
4 Communication Services 7.41%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSV icon
51
Vanguard Short-Term Bond ETF
BSV
$39.2B
$506K 0.58%
+6,350
WDAY icon
52
Workday
WDAY
$56B
$477K 0.55%
2,471
KMB icon
53
Kimberly-Clark
KMB
$35.5B
$461K 0.53%
3,722
GOOG icon
54
Alphabet (Google) Class C
GOOG
$3.81T
$438K 0.5%
7,440
-6,400
WFC icon
55
Wells Fargo
WFC
$271B
$435K 0.5%
9,011
-918
IGSB icon
56
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$424K 0.49%
8,022
-538
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$34B
$345K 0.39%
3,969
BABA icon
58
Alibaba
BABA
$384B
$341K 0.39%
1,869
ABT icon
59
Abbott
ABT
$220B
$327K 0.37%
4,086
-219
GE icon
60
GE Aerospace
GE
$305B
$297K 0.34%
5,965
+540
JMST icon
61
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.51B
$296K 0.34%
5,890
ETRN
62
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$285K 0.33%
13,075
-4,350
DD icon
63
DuPont de Nemours
DD
$16.6B
$271K 0.31%
2,524
+188
PEP icon
64
PepsiCo
PEP
$203B
$256K 0.29%
2,087
-722
USMV icon
65
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$248K 0.28%
4,224
AMGN icon
66
Amgen
AMGN
$182B
$245K 0.28%
1,288
KHC icon
67
Kraft Heinz
KHC
$29.5B
$242K 0.28%
7,415
+751
SNPS icon
68
Synopsys
SNPS
$85.6B
$230K 0.26%
+2,000
IDA icon
69
Idacorp
IDA
$6.94B
$222K 0.25%
2,226
VZ icon
70
Verizon
VZ
$171B
$217K 0.25%
3,667
-621
ORCL icon
71
Oracle
ORCL
$573B
$216K 0.25%
+4,020
CMCSA icon
72
Comcast
CMCSA
$98.5B
$210K 0.24%
5,246
-3,478
KO icon
73
Coca-Cola
KO
$304B
$209K 0.24%
4,470
-1,712
HPQ icon
74
HP
HPQ
$23.5B
$201K 0.23%
10,352
-944
HPE icon
75
Hewlett Packard
HPE
$28.9B
$157K 0.18%
10,197
-555
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