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
$95.1M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$708K
3
+$668K
4
AMLP icon
Alerian MLP ETF
AMLP
+$437K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$292K

Top Sells

1
+$793K
2
+$756K
3
+$499K
4
ETP
Energy Transfer Partners, L.P.
ETP
+$307K
5
EPD icon
Enterprise Products Partners
EPD
+$295K

Sector Composition

1 Energy 41.26%
2 Technology 7.87%
3 Communication Services 7.72%
4 Consumer Staples 7.64%
5 Healthcare 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.59%
6,940
-3,198
52
$540K 0.57%
14,394
53
$527K 0.55%
10,031
-64
54
$447K 0.47%
8,475
-5,500
55
$423K 0.44%
3,722
56
$423K 0.44%
3,781
+271
57
$419K 0.44%
22,500
-1,075
58
$370K 0.39%
6,712
+48
59
$361K 0.38%
2,471
60
$358K 0.38%
2,761
61
$322K 0.34%
5,960
-564
62
$316K 0.33%
4,305
63
$306K 0.32%
8,654
+892
64
$294K 0.31%
11,390
65
$292K 0.31%
+7,245
66
$286K 0.3%
6,182
67
$280K 0.29%
1,192
68
$267K 0.28%
1,288
69
$259K 0.27%
1,569
-131
70
$242K 0.25%
3,783
71
$241K 0.25%
4,224
-870
72
$239K 0.25%
1,419
73
$229K 0.24%
4,288
74
$221K 0.23%
+1,030
75
$221K 0.23%
2,226
1 2
3
4