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
$202M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$423K
3
+$336K
4
CAJ
Canon, Inc.
CAJ
+$289K
5
SEMG
SEMGROUP CORPORATION
SEMG
+$274K

Top Sells

1
+$3.62M
2
+$2.95M
3
+$2.75M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.34M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.31M

Sector Composition

1 Energy 12.25%
2 Technology 7.69%
3 Healthcare 7.53%
4 Communication Services 7.36%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$961K 0.47%
29,500
+8,400
52
$942K 0.47%
36,913
53
$935K 0.46%
65,075
+2,800
54
$931K 0.46%
20,451
-523
55
$910K 0.45%
23,800
+1,450
56
$896K 0.44%
6,173
+200
57
$858K 0.42%
30,775
+1,825
58
$850K 0.42%
30,907
+2,350
59
$804K 0.4%
37,148
+2,413
60
$776K 0.38%
10,494
-1,658
61
$775K 0.38%
14,036
+114
62
$767K 0.38%
9,550
+625
63
$753K 0.37%
54,507
-225
64
$743K 0.37%
15,697
+93
65
$741K 0.37%
22,711
+182
66
$720K 0.36%
8,137
+40
67
$704K 0.35%
4,481
+7
68
$700K 0.35%
25,906
-1,285
69
$697K 0.34%
12,475
+875
70
$651K 0.32%
300
71
$651K 0.32%
17,929
-939
72
$651K 0.32%
11,666
-899
73
$648K 0.32%
3,924
+56
74
$648K 0.32%
4,961
-63
75
$637K 0.31%
4,632
-300
1 2
3
4 5