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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$8.41M
3
+$6.7M
4
META icon
Meta Platforms (Facebook)
META
+$5.24M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.21%
2 Technology 8.25%
3 Healthcare 6.23%
4 Communication Services 6.08%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$563K 0.33%
+14,222
77
$558K 0.33%
+5,631
78
$548K 0.32%
+16,125
79
$546K 0.32%
+16,721
80
$532K 0.31%
+7,179
81
$531K 0.31%
+18,246
82
$528K 0.31%
+20,269
83
$525K 0.31%
+6,600
84
$515K 0.3%
+6,474
85
$513K 0.3%
+7,454
86
$511K 0.3%
+8,851
87
$510K 0.3%
+4,765
88
$497K 0.29%
+9,099
89
$496K 0.29%
+10,052
90
$487K 0.28%
+8,209
91
$478K 0.28%
+6,139
92
$461K 0.27%
+33,845
93
$457K 0.27%
+4,720
94
$456K 0.27%
+4,300
95
$431K 0.25%
+7,092
96
$429K 0.25%
+3,176
97
$425K 0.25%
+9,829
98
$422K 0.25%
+4,150
99
$419K 0.25%
+7,458
100
$413K 0.24%
+8,860
2 3
4
5 6