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
$197M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.28M
3
+$1.09M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$905K
5
AMLP icon
Alerian MLP ETF
AMLP
+$581K

Top Sells

1
+$3.88M
2
+$3.31M
3
+$733K
4
META icon
Meta Platforms (Facebook)
META
+$730K
5
EOG icon
EOG Resources
EOG
+$547K

Sector Composition

1 Energy 9.58%
2 Technology 8.06%
3 Healthcare 6.86%
4 Communication Services 6.63%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$846K 0.43%
33,487
52
$814K 0.41%
59,220
53
$795K 0.4%
12,050
54
$791K 0.4%
21,800
+275
55
$780K 0.4%
12,700
-210
56
$777K 0.39%
51,475
+125
57
$768K 0.39%
5,835
-285
58
$755K 0.38%
36,913
59
$733K 0.37%
3,878
+20
60
$722K 0.37%
4,473
+28
61
$704K 0.36%
30,457
-7,220
62
$694K 0.35%
9,200
63
$690K 0.35%
26,834
-14,797
64
$687K 0.35%
6,382
65
$665K 0.34%
14,758
66
$656K 0.33%
9,439
+68
67
$650K 0.33%
12,600
-300
68
$641K 0.32%
28,100
-1,400
69
$636K 0.32%
14,285
70
$635K 0.32%
4,810
-2,744
71
$635K 0.32%
21,902
+7,680
72
$634K 0.32%
2,817
73
$626K 0.32%
4,916
+16
74
$610K 0.31%
11,216
+236
75
$597K 0.3%
18,119
+67
1 2
3
4 5