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
$185M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.18M
3
+$4.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.39M

Top Sells

1
+$3.25M
2
+$608K
3
+$532K
4
BNS icon
Scotiabank
BNS
+$496K
5
BMO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$534K 0.29%
4,900
+600
77
$534K 0.29%
5,920
+1,980
78
$531K 0.29%
8,709
79
$531K 0.29%
25,299
-13,499
80
$530K 0.29%
3,858
81
$527K 0.29%
29,500
-1,000
82
$524K 0.28%
5,631
83
$523K 0.28%
18,246
84
$518K 0.28%
9,712
85
$516K 0.28%
18,052
+1,331
86
$512K 0.28%
11,758
+2,898
87
$488K 0.26%
24,925
88
$486K 0.26%
4,951
+231
89
$486K 0.26%
4,771
+6
90
$485K 0.26%
41,679
+7,834
91
$484K 0.26%
10,330
92
$475K 0.26%
8,351
-748
93
$466K 0.25%
+17,118
94
$465K 0.25%
+16,035
95
$458K 0.25%
5,775
-699
96
$458K 0.25%
+27,125
97
$448K 0.24%
+12,698
98
$441K 0.24%
8,851
99
$440K 0.24%
20,269
100
$436K 0.24%
+54,227
2 3
4
5 6