CWA

Cypress Wealth Advisors Portfolio holdings

AUM $87.4M
1-Year Est. Return 8.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.8%
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
+$5.98M
2
+$4.46M
3
+$4.17M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$4.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M

Top Sells

1
+$20.6M
2
+$3.5M
3
+$608K
4
MDT icon
Medtronic
MDT
+$532K
5
BNS icon
Scotiabank
BNS
+$496K

Sector Composition

1 Energy 11.14%
2 Technology 7.64%
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%
4,771
+6
89
$486K 0.26%
4,951
+231
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