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
$222M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.18M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$826K
5
XYZ
Block Inc
XYZ
+$735K

Top Sells

1
+$806K
2
+$496K
3
+$480K
4
EPD icon
Enterprise Products Partners
EPD
+$444K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$405K

Sector Composition

1 Energy 11.99%
2 Technology 8.65%
3 Healthcare 7.59%
4 Communication Services 7.53%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.48%
23,429
52
$1.05M 0.47%
17,731
-3,225
53
$958K 0.43%
6,311
+138
54
$940K 0.42%
29,932
-975
55
$937K 0.42%
36,913
56
$910K 0.41%
20,719
+268
57
$856K 0.39%
12,095
-5,725
58
$854K 0.39%
11,925
-1,925
59
$826K 0.37%
+8,474
60
$795K 0.36%
25,921
+3,210
61
$768K 0.35%
17,345
+1,648
62
$760K 0.34%
12,242
+2,530
63
$757K 0.34%
15,119
+1,083
64
$757K 0.34%
13,755
+1,600
65
$751K 0.34%
10,608
+114
66
$749K 0.34%
8,363
+226
67
$737K 0.33%
9,378
+1,386
68
$735K 0.33%
+62,997
69
$728K 0.33%
3,755
+1,958
70
$714K 0.32%
3,922
-2
71
$695K 0.31%
72,293
+18,243
72
$690K 0.31%
4,522
+41
73
$657K 0.3%
9,868
+983
74
$653K 0.29%
25,718
-188
75
$648K 0.29%
300
1 2
3
4 5