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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$8.41M
3
+$6.7M
4
META icon
Meta Platforms (Facebook)
META
+$5.24M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.21%
2 Technology 8.25%
3 Healthcare 6.23%
4 Communication Services 6.08%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$891K 0.52%
+12,050
52
$874K 0.51%
+30,500
53
$837K 0.49%
+36,913
54
$834K 0.49%
+20,281
55
$821K 0.48%
+5,279
56
$818K 0.48%
+33,487
57
$768K 0.45%
+3,858
58
$750K 0.44%
+9,200
59
$729K 0.43%
+9,371
60
$708K 0.41%
+14,758
61
$695K 0.41%
+14,285
62
$693K 0.41%
+6,382
63
$675K 0.39%
+4,959
64
$664K 0.39%
+7,699
65
$659K 0.39%
+12,900
66
$655K 0.38%
+10,330
67
$650K 0.38%
+7,430
68
$624K 0.37%
+24,925
69
$615K 0.36%
+300
70
$608K 0.36%
+7,136
71
$603K 0.35%
+8,450
72
$590K 0.35%
+8,709
73
$582K 0.34%
+2,817
74
$581K 0.34%
+7,778
75
$572K 0.33%
+9,712
1 2
3
4 5