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
$197M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.28M
3
+$1.09M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$905K
5
AMLP icon
Alerian MLP ETF
AMLP
+$581K

Top Sells

1
+$3.88M
2
+$3.31M
3
+$733K
4
META icon
Meta Platforms (Facebook)
META
+$730K
5
EOG icon
EOG Resources
EOG
+$547K

Sector Composition

1 Energy 9.58%
2 Technology 8.06%
3 Healthcare 6.86%
4 Communication Services 6.63%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$593K 0.3%
300
+100
77
$590K 0.3%
8,110
+26
78
$588K 0.3%
8,911
+202
79
$583K 0.3%
5,986
+66
80
$560K 0.28%
5,631
81
$556K 0.28%
27,125
82
$553K 0.28%
7,923
-290
83
$536K 0.27%
18,246
84
$535K 0.27%
9,712
85
$534K 0.27%
4,778
+7
86
$530K 0.27%
5,071
+120
87
$522K 0.26%
10,727
+1,876
88
$507K 0.26%
12,768
+70
89
$502K 0.25%
24,225
-700
90
$498K 0.25%
16,531
+496
91
$492K 0.25%
4,362
92
$491K 0.25%
4,205
+23
93
$491K 0.25%
10,330
94
$474K 0.24%
15,768
+2,819
95
$470K 0.24%
5,775
96
$463K 0.23%
17,806
-6,325
97
$461K 0.23%
6,916
+64
98
$459K 0.23%
4,493
+1,517
99
$448K 0.23%
8,207
-144
100
$432K 0.22%
9,350
-2,408
2 3
4
5 6