CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
1-Year Est. Return
8.56%
1 Year Est. Return
+8.56%
AUM
$87.4M
AUM Growth
+$14.6M
(+20%)
Holding
85
Top Buys
| 1 | +$2.44M | |
| 2 | +$2.1M | |
| 3 | +$1.74M | |
| 4 |
ENLC
ENLINK MIDSTREAM, LLC
ENLC
|
+$1.47M |
| 5 |
SHLX
Shell Midstream Partners, L.P.
SHLX
|
+$981K |
Top Sells
| 1 | +$1.38M | |
| 2 | +$1.16M | |
| 3 | +$755K | |
| 4 |
Williams Companies
WMB
|
+$719K |
| 5 |
MPLX
MPLX
|
+$549K |
Sector Composition
| 1 | Energy | 39.56% |
| 2 | Technology | 10.7% |
| 3 | Consumer Staples | 7.77% |
| 4 | Communication Services | 7.41% |
| 5 | Healthcare | 7.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lloyds Banking Group
LYG
$76B
| $68K | 0.08% |
21,147
|
|
||
77
Banco Santander
SAN
$162B
| $56K | 0.06% |
12,587
|
|
||
78
Nomura Holdings
NMR
$22.5B
| $43K | 0.05% |
11,869
-200
|
|
||
|
AUO
79
DELISTED
AU Optronics Corp
AUO
| $40K | 0.05% |
10,883
|
|
||
80
United Microelectronic
UMC
$19.5B
| $19K | 0.02% |
10,043
-2,287
|
|
||
81
Procter & Gamble
PG
$341B
| – | – |
-2,391
|
|
||
82
Western Midstream Partners
WES
$15.8B
| – | – |
-49,600
|
|
||
|
ENLK
83
DELISTED
EnLink Midstream Partners, LP
ENLK
| – | – |
-32,525
|
|
||
84
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – |
-994
|
|
||
85
Costco
COST
$409B
| – | – |
-1,192
|
|