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
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$597K
3
+$306K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$267K
5
MDT icon
Medtronic
MDT
+$244K

Top Sells

1
+$7.61M
2
+$3.98M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
WMB icon
Williams Companies
WMB
+$678K

Sector Composition

1 Energy 12.42%
2 Technology 10%
3 Healthcare 7.93%
4 Communication Services 7.81%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$937K 0.43%
29,856
+4,288
52
$922K 0.42%
21,408
+47
53
$914K 0.42%
8,633
+51
54
$902K 0.41%
28,532
-1,300
55
$899K 0.41%
10,239
+344
56
$894K 0.41%
11,620
-525
57
$887K 0.4%
36,913
58
$847K 0.39%
12,242
59
$827K 0.38%
15,683
+280
60
$795K 0.36%
13,155
-550
61
$793K 0.36%
4,731
-18
62
$787K 0.36%
11,475
-500
63
$778K 0.36%
31,850
-1,425
64
$764K 0.35%
8,414
+167
65
$764K 0.35%
23,925
+7,000
66
$763K 0.35%
9,764
-88
67
$761K 0.35%
22,950
-1,000
68
$750K 0.34%
300
69
$742K 0.34%
18,170
-2
70
$740K 0.34%
4,291
-13
71
$720K 0.33%
10,814
+234
72
$714K 0.33%
5,240
+150
73
$696K 0.32%
6,188
-118
74
$650K 0.3%
8,214
+260
75
$641K 0.29%
5,631
1 2
3
4 5