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
$85.7M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$214K
3
+$15.1K

Top Sells

1
+$12M
2
+$5.94M
3
+$4.9M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.74M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.66M

Sector Composition

1 Technology 12.27%
2 Consumer Staples 11.67%
3 Communication Services 10.98%
4 Healthcare 6.89%
5 Energy 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$370K 0.43%
20,575
-79,500
52
$353K 0.41%
7,800
-30,950
53
$349K 0.41%
2,365
54
$348K 0.41%
2,992
55
$345K 0.4%
5,290
-2,260
56
$329K 0.38%
3,388
57
$316K 0.37%
4,559
-2,973
58
$308K 0.36%
1,927
-2,804
59
$305K 0.36%
3,624
-4,590
60
$300K 0.35%
3,250
61
$286K 0.33%
16,250
-62,850
62
$264K 0.31%
8,725
-40,864
63
$255K 0.3%
100
-200
64
$255K 0.3%
2,096
65
$255K 0.3%
3,154
-3,970
66
$237K 0.28%
1,375
-1,272
67
$236K 0.28%
1,395
-4,431
68
$232K 0.27%
5,400
-21,050
69
$230K 0.27%
4,722
-674
70
$226K 0.26%
6,475
-9,691
71
$223K 0.26%
1,761
-2,823
72
$223K 0.26%
7,375
-30,900
73
$220K 0.26%
1,436
-2,773
74
$216K 0.25%
1,963
-94
75
$214K 0.25%
+1,517
1 2
3
4 5