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
$92.3M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$753K
3
+$458K
4
BPL
Buckeye Partners, L.P.
BPL
+$243K
5
CHT icon
Chunghwa Telecom
CHT
+$202K

Top Sells

1
+$750K
2
+$697K
3
+$611K
4
TRGP icon
Targa Resources
TRGP
+$572K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$514K

Sector Composition

1 Energy 40.4%
2 Consumer Staples 8.96%
3 Communication Services 7.79%
4 Healthcare 7.36%
5 Technology 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$604K 0.65%
39,325
-9,800
52
$586K 0.64%
16,550
+550
53
$536K 0.58%
10,221
+916
54
$512K 0.55%
4,694
55
$449K 0.49%
7,216
+104
56
$448K 0.49%
14,820
57
$434K 0.47%
3,940
-20
58
$399K 0.43%
11,668
+428
59
$381K 0.41%
2,964
+342
60
$376K 0.41%
5,815
-724
61
$355K 0.38%
8,182
-52
62
$314K 0.34%
2,471
63
$312K 0.34%
1,700
+183
64
$311K 0.34%
22,750
+1,750
65
$306K 0.33%
5,113
66
$305K 0.33%
1,618
67
$304K 0.33%
6,302
68
$299K 0.32%
100
69
$266K 0.29%
12,124
70
$266K 0.29%
1,011
-460
71
$265K 0.29%
5,094
-1,445
72
$264K 0.29%
4,095
73
$220K 0.24%
1,288
-20
74
$219K 0.24%
1,450
75
$215K 0.23%
1,419
-205
1 2
3
4