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
$222M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.18M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$826K
5
XYZ
Block Inc
XYZ
+$735K

Top Sells

1
+$806K
2
+$496K
3
+$480K
4
EPD icon
Enterprise Products Partners
EPD
+$444K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$405K

Sector Composition

1 Energy 11.99%
2 Technology 8.65%
3 Healthcare 7.59%
4 Communication Services 7.53%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$641K 0.29%
12,328
+662
77
$641K 0.29%
24,000
-6,775
78
$636K 0.29%
5,205
+114
79
$632K 0.29%
5,033
+72
80
$631K 0.28%
18,021
+92
81
$631K 0.28%
6,197
+189
82
$611K 0.28%
12,575
+100
83
$587K 0.26%
5,631
84
$586K 0.26%
4,648
+16
85
$582K 0.26%
18,442
+335
86
$571K 0.26%
3,450
87
$571K 0.26%
18,127
88
$568K 0.26%
4,786
89
$551K 0.25%
4,517
90
$546K 0.25%
11,926
+54
91
$540K 0.24%
2,824
92
$527K 0.24%
17,614
-983
93
$525K 0.24%
8,191
+144
94
$516K 0.23%
4,010
+223
95
$506K 0.23%
4,417
+44
96
$496K 0.22%
14,964
+1,612
97
$490K 0.22%
16,003
+1,305
98
$490K 0.22%
18,871
99
$485K 0.22%
18,246
100
$475K 0.21%
8,207
2 3
4
5 6