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
$92.4M
AUM Growth
+$105K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$481K
3
+$240K
4
VZ icon
Verizon
VZ
+$216K
5
IDA icon
Idacorp
IDA
+$205K

Top Sells

1
+$994K
2
+$946K
3
+$849K
4
WES icon
Western Midstream Partners
WES
+$332K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$272K

Sector Composition

1 Energy 43.38%
2 Communication Services 8.58%
3 Consumer Staples 7.56%
4 Technology 6.75%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.61%
10,095
-126
52
$538K 0.58%
4,028
-465
53
$499K 0.54%
36,725
-2,600
54
$493K 0.53%
14,394
-426
55
$426K 0.46%
6,524
+709
56
$419K 0.45%
6,664
-552
57
$392K 0.42%
3,722
-218
58
$382K 0.41%
3,510
-1,184
59
$367K 0.4%
2,761
-203
60
$366K 0.4%
23,575
+825
61
$315K 0.34%
1,700
62
$299K 0.32%
2,471
63
$282K 0.31%
100
64
$274K 0.3%
1,011
65
$271K 0.29%
6,182
-2,000
66
$271K 0.29%
5,094
67
$263K 0.28%
4,305
-808
68
$258K 0.28%
11,390
-734
69
$255K 0.28%
7,762
-3,906
70
$249K 0.27%
1,192
-426
71
$240K 0.26%
+3,783
72
$238K 0.26%
1,288
73
$232K 0.25%
1,419
74
$217K 0.23%
5,007
-1,295
75
$216K 0.23%
+4,288
1 2
3
4