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
$185M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.18M
3
+$4.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.39M

Top Sells

1
+$3.25M
2
+$608K
3
+$532K
4
BNS icon
Scotiabank
BNS
+$496K
5
BMO icon
Bank of Montreal
BMO
+$487K

Sector Composition

1 Energy 11.14%
2 Technology 7.7%
3 Healthcare 6.75%
4 Communication Services 6.57%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K 0.44%
13,167
-2,276
52
$808K 0.44%
33,487
53
$796K 0.43%
36,913
54
$777K 0.42%
10,796
-3,791
55
$762K 0.41%
14,800
56
$733K 0.4%
61,197
+52,800
57
$714K 0.39%
12,050
58
$700K 0.38%
6,382
59
$696K 0.38%
+27,200
60
$695K 0.38%
9,371
61
$667K 0.36%
14,758
62
$654K 0.35%
14,285
63
$643K 0.35%
4,445
+1,269
64
$636K 0.34%
12,910
+300
65
$610K 0.33%
9,200
66
$605K 0.33%
18,450
-98,964
67
$594K 0.32%
24,131
+9,322
68
$588K 0.32%
7,778
69
$571K 0.31%
+8,084
70
$570K 0.31%
12,900
71
$566K 0.31%
8,213
+514
72
$564K 0.31%
10,980
+3,522
73
$550K 0.3%
8,811
+2,672
74
$547K 0.3%
7,518
+88
75
$536K 0.29%
2,817
1 2
3
4 5