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
$218M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.98M
3
+$1.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$935K

Top Sells

1
+$498K
2
+$398K
3
+$356K
4
BA icon
Boeing
BA
+$290K
5
SAN icon
Banco Santander
SAN
+$246K

Sector Composition

1 Energy 9.45%
2 Technology 7.91%
3 Communication Services 7.02%
4 Healthcare 6.76%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$865K 0.4%
5,973
+138
52
$864K 0.4%
29,100
-80
53
$841K 0.38%
20,974
+583
54
$797K 0.36%
22,350
+550
55
$789K 0.36%
12,152
-948
56
$783K 0.36%
11,791
-2,921
57
$755K 0.35%
15,604
+4,388
58
$755K 0.35%
67,100
+15,625
59
$738K 0.34%
3,868
-10
60
$731K 0.33%
+54,732
61
$726K 0.33%
11,600
-1,100
62
$705K 0.32%
4,474
+1
63
$694K 0.32%
6,382
64
$684K 0.31%
300,000
-37,738
65
$680K 0.31%
12,565
+3,215
66
$675K 0.31%
13,922
+6,944
67
$667K 0.31%
22,529
+4,723
68
$664K 0.3%
8,925
-275
69
$663K 0.3%
4,932
+16
70
$644K 0.29%
14,758
71
$640K 0.29%
300
72
$640K 0.29%
28,950
+850
73
$637K 0.29%
18,868
+3,100
74
$636K 0.29%
8,097
-13
75
$631K 0.29%
8,555
+632
1 2
3
4 5