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
$61.9M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$470K
2
+$353K
3
+$212K
4
PG icon
Procter & Gamble
PG
+$203K
5
PFE icon
Pfizer
PFE
+$23.6K

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.08M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.57M

Sector Composition

1 Consumer Staples 14.34%
2 Communication Services 13.07%
3 Healthcare 10.73%
4 Technology 10.26%
5 Energy 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.4%
4,691
-31
52
$240K 0.39%
1,288
-87
53
$238K 0.38%
1,458
+22
54
$234K 0.38%
11,706
+332
55
$230K 0.37%
4,867
-2,933
56
$213K 0.34%
12,275
-8,300
57
$212K 0.34%
+4,728
58
$203K 0.33%
+2,229
59
$152K 0.25%
10,355
-2,978
60
$89K 0.14%
13,340
-2,023
61
$71K 0.11%
350
62
$59K 0.1%
23,786
+3,329
63
– –
-1,395
64
– –
-5,290
65
– –
-4,559
66
– –
-6,625
67
– –
-3,430
68
– –
-9,036
69
– –
-2,992
70
– –
-5,631
71
– –
-1,963
72
– –
-3,460
73
– –
-1,761
74
– –
-6,475
75
– –
-2,096
1 2
3
4