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
$202M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$423K
3
+$336K
4
CAJ
Canon, Inc.
CAJ
+$289K
5
SEMG
SEMGROUP CORPORATION
SEMG
+$274K

Top Sells

1
+$3.62M
2
+$2.95M
3
+$2.75M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.34M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.31M

Sector Composition

1 Energy 12.25%
2 Technology 7.69%
3 Healthcare 7.53%
4 Communication Services 7.36%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$632K 0.31%
7,992
-563
77
$613K 0.3%
12,155
+725
78
$595K 0.29%
12,650
+700
79
$577K 0.29%
5,091
-218
80
$577K 0.29%
18,127
-2,168
81
$565K 0.28%
5,631
82
$564K 0.28%
9,712
83
$559K 0.28%
11,872
84
$552K 0.27%
8,885
-136
85
$541K 0.27%
18,597
+1,924
86
$534K 0.26%
2,824
+7
87
$529K 0.26%
6,008
+50
88
$522K 0.26%
54,050
+43,788
89
$521K 0.26%
4,373
90
$515K 0.25%
4,786
91
$511K 0.25%
4,517
+1,541
92
$502K 0.25%
3,450
93
$489K 0.24%
8,047
-2
94
$484K 0.24%
3,787
-257
95
$484K 0.24%
18,871
96
$480K 0.24%
23,625
+675
97
$474K 0.23%
8,207
98
$466K 0.23%
6,869
+55
99
$458K 0.23%
18,107
-76
100
$451K 0.22%
5,661
+83
2 3
4
5 6