CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
1-Year Est. Return
8.8%
This Fund
S&P 500
1 Year Est. Return
+8.8%
AUM
$87.4M
AUM Growth
+$14.6M
(+20%)
Holding
85
Top Buys
| 1 | +$3.21M | |
| 2 | +$2.44M | |
| 3 | +$1.66M | |
| 4 |
ENLC
ENLINK MIDSTREAM, LLC
ENLC
|
+$1.3M |
| 5 |
AM
ANTERO MIDSTREAM PARTNERS LP
AM
|
+$994K |
Top Sells
| 1 | +$1.38M | |
| 2 | +$1.12M | |
| 3 | +$762K | |
| 4 |
Williams Companies
WMB
|
+$671K |
| 5 |
MPLX
MPLX
|
+$561K |
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
$78.9B
| $68K | 0.08% |
21,147
|
|
||
77
Banco Santander
SAN
$169B
| $56K | 0.06% |
12,587
|
|
||
78
Nomura Holdings
NMR
$24.1B
| $43K | 0.05% |
11,869
-200
|
|
||
|
AUO
79
DELISTED
AU Optronics Corp
AUO
| $40K | 0.05% |
10,883
|
|
||
80
United Microelectronic
UMC
$24.9B
| $19K | 0.02% |
10,043
-2,287
|
|
||
81
Berkshire Hathaway Class B
BRK.B
$1.05T
| – | – |
-994
|
|
||
82
Costco
COST
$447B
| – | – |
-1,192
|
|
||
83
Western Midstream Partners
WES
$16.6B
| – | – |
-49,600
|
|
||
|
ENLK
84
DELISTED
EnLink Midstream Partners, LP
ENLK
| – | – |
-32,525
|
|
||
85
Procter & Gamble
PG
$368B
| – | – |
-2,391
|
|