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
$219M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.24M
3
+$550K
4
DM
Dominion Energy Midstream Ptr LP
DM
+$500K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$441K

Top Sells

1
+$4.91M
2
+$1.53M
3
+$1.43M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$727K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$588K

Sector Composition

1 Energy 13.23%
2 Technology 8.8%
3 Healthcare 7.33%
4 Communication Services 6.9%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$993K 0.45%
18,016
+671
52
$963K 0.44%
29,832
-100
53
$947K 0.43%
21,361
+642
54
$919K 0.42%
12,145
+50
55
$890K 0.41%
8,582
+108
56
$859K 0.39%
62,997
57
$854K 0.39%
9,895
+27
58
$842K 0.38%
12,242
59
$838K 0.38%
15,403
+284
60
$827K 0.38%
9,852
+474
61
$821K 0.37%
25,568
-353
62
$818K 0.37%
36,913
63
$805K 0.37%
13,705
-50
64
$799K 0.36%
33,275
-4,590
65
$792K 0.36%
11,975
+50
66
$760K 0.35%
4,749
+227
67
$740K 0.34%
23,950
-50
68
$732K 0.33%
300
69
$720K 0.33%
8,247
-116
70
$717K 0.33%
18,172
-270
71
$708K 0.32%
4,304
+382
72
$696K 0.32%
13,040
+712
73
$691K 0.32%
10,580
-28
74
$672K 0.31%
5,090
+57
75
$651K 0.3%
6,306
+109
1 2
3
4 5