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
$104M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.58M
3
+$3.58M
4
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$3.5M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$3.04M

Top Sells

1
+$3.33M
2
+$879K
3
+$637K
4
META icon
Meta Platforms (Facebook)
META
+$616K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$546K

Sector Composition

1 Energy 42.28%
2 Consumer Staples 8.93%
3 Communication Services 7.77%
4 Healthcare 6.69%
5 Technology 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$565K 0.54%
9,305
+447
52
$563K 0.54%
4,694
+1,097
53
$553K 0.53%
7,112
+2
54
$547K 0.52%
6,539
+724
55
$544K 0.52%
14,198
-4,110
56
$478K 0.46%
3,960
+254
57
$450K 0.43%
11,240
+1,488
58
$393K 0.38%
1,471
-2,043
59
$378K 0.36%
8,234
-1,459
60
$377K 0.36%
2,622
+95
61
$365K 0.35%
1,358
-420
62
$358K 0.34%
14,820
+426
63
$345K 0.33%
6,539
64
$324K 0.31%
+6,002
65
$323K 0.31%
+21,000
66
$301K 0.29%
1,618
-233
67
$298K 0.29%
100
68
$298K 0.29%
5,633
+555
69
$297K 0.28%
6,302
+1,574
70
$292K 0.28%
5,113
+422
71
$271K 0.26%
+4,095
72
$262K 0.25%
1,517
73
$255K 0.24%
12,124
+418
74
$251K 0.24%
2,471
75
$248K 0.24%
1,624
-1,090
1 2
3
4