CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
This Quarter Return
-8.69%
1 Year Return
+8.56%
3 Year Return
+29.07%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+8.1%)
Cap. Flow
+$32.1M
Cap. Flow
% of AUM
17.35%
Top 10 Holdings %
Top 10 Hldgs %
40.54%
Holding
199
New
51
Increased
66
Reduced
15
Closed
17
Top Buys
| 1 |
GAP
The Gap, Inc.
GAP
|
$4.95M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.18M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$4.16M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.16M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.39M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.25M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$608K |
| 3 |
Medtronic
MDT
|
$532K |
| 4 |
Scotiabank
BNS
|
$496K |
| 5 |
Bank of Montreal
BMO
|
$487K |
Sector Composition
| 1 | Energy | 11.14% |
| 2 | Technology | 7.7% |
| 3 | Healthcare | 6.75% |
| 4 | Communication Services | 6.57% |
| 5 | Consumer Discretionary | 6.55% |
