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
$218M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.98M
3
+$1.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$935K

Top Sells

1
+$498K
2
+$398K
3
+$356K
4
BA icon
Boeing
BA
+$290K
5
SAN icon
Banco Santander
SAN
+$246K

Sector Composition

1 Energy 9.45%
2 Technology 7.91%
3 Communication Services 7.02%
4 Healthcare 6.76%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.29%
14,285
77
$619K 0.28%
27,191
+66
78
$613K 0.28%
5,309
+238
79
$610K 0.28%
11,169
-7,280
80
$599K 0.27%
5,024
+819
81
$599K 0.27%
28,557
-1,900
82
$566K 0.26%
11,950
-650
83
$563K 0.26%
5,958
-28
84
$562K 0.26%
5,631
85
$558K 0.26%
34,735
+7,901
86
$550K 0.25%
20,295
-1,607
87
$547K 0.25%
9,712
88
$540K 0.25%
4,044
+801
89
$534K 0.24%
9,021
+110
90
$523K 0.24%
4,786
+8
91
$513K 0.23%
11,872
-896
92
$510K 0.23%
4,373
+11
93
$509K 0.23%
18,183
+64
94
$496K 0.23%
8,207
95
$496K 0.23%
18,246
96
$496K 0.23%
11,430
+1,100
97
$494K 0.23%
8,049
-1,390
98
$488K 0.22%
5,578
-197
99
$476K 0.22%
10,098
+3,043
100
$475K 0.22%
10,727
2 3
4
5 6