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
$219M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.24M
3
+$550K
4
DM
Dominion Energy Midstream Ptr LP
DM
+$500K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$441K

Top Sells

1
+$4.91M
2
+$1.53M
3
+$1.43M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$727K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$588K

Sector Composition

1 Energy 13.23%
2 Technology 8.8%
3 Healthcare 7.33%
4 Communication Services 6.9%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$623K 0.28%
19,710
+1,583
77
$619K 0.28%
5,282
+77
78
$619K 0.28%
12,725
+150
79
$595K 0.27%
18,863
+842
80
$591K 0.27%
5,631
81
$590K 0.27%
25,924
+206
82
$589K 0.27%
7,954
-237
83
$575K 0.26%
4,285
+275
84
$567K 0.26%
4,786
85
$549K 0.25%
4,483
+66
86
$541K 0.25%
4,738
+90
87
$534K 0.24%
15,474
+510
88
$508K 0.23%
6,925
-105
89
$506K 0.23%
9,435
-26,661
90
$506K 0.23%
12,033
+107
91
$501K 0.23%
13,259
92
$500K 0.23%
+16,925
93
$482K 0.22%
15,798
-1,816
94
$478K 0.22%
8,207
95
$474K 0.22%
5,615
+37
96
$473K 0.22%
11,413
+195
97
$471K 0.22%
6,452
+163
98
$461K 0.21%
7,532
-11,877
99
$460K 0.21%
13,275
100
$460K 0.21%
16,003
2 3
4
5 6