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CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
1-Year Est. Return
8.8%
This Fund
S&P 500
This Quarter
Est. Return
-0.81%
1 Year Est. Return
+8.8%
3 Year Est. Return
+29.32%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$171M
AUM Growth
–
Cap. Flow
+$239M
Cap. Flow
% of AUM
139.79%
Top 10 Holdings %
Top 10 Hldgs %
36.61%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$64.4M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$18.8M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$8.41M |
| 4 |
GAP
The Gap Inc
GAP
|
+$6.94M |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.99M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 16.21% |
| 2 | Technology | 8.25% |
| 3 | Healthcare | 6.23% |
| 4 | Communication Services | 6.08% |
| 5 | Consumer Staples | 5.75% |
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Cypress Wealth Advisors's Q2 2015 Portfolio in Review
Q2 2015 is the first quarter with a 13F filing on record for Cypress Wealth Advisors, which disclosed 148 positions worth $171M. Its ten largest holdings account for 37% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 300 shares worth $615K.
By sector, the portfolio is most concentrated in Energy at 16% of assets, followed by Technology and Healthcare.
- Cypress Wealth Advisors's largest Q2 2015 buy was Berkshire Hathaway Class A: 300 shares worth $615K.
- Cypress Wealth Advisors's ten largest holdings make up 37% of its $171M portfolio in Q2 2015.
- Cypress Wealth Advisors disclosed 148 positions in Q2 2015, its first 13F filing on record.
Based on Cypress Wealth Advisors's 13F filing for Q2 2015, filed 17 Aug 2015.