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
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$597K
3
+$306K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$267K
5
MDT icon
Medtronic
MDT
+$244K

Top Sells

1
+$7.61M
2
+$3.98M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
WMB icon
Williams Companies
WMB
+$678K

Sector Composition

1 Energy 12.42%
2 Technology 10%
3 Healthcare 7.93%
4 Communication Services 7.81%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$637K 0.29%
19,710
77
$634K 0.29%
4,786
78
$632K 0.29%
27,046
+1,122
79
$624K 0.28%
5,207
-75
80
$620K 0.28%
4,707
-31
81
$618K 0.28%
4,209
-76
82
$614K 0.28%
14,343
+2,310
83
$602K 0.27%
11,725
-1,000
84
$601K 0.27%
17,695
-1,168
85
$579K 0.26%
23,819
-313,102
86
$574K 0.26%
5,593
-22
87
$572K 0.26%
15,230
-244
88
$572K 0.26%
7,124
+199
89
$564K 0.26%
13,286
+1,873
90
$553K 0.25%
4,584
+101
91
$533K 0.24%
9,189
-246
92
$531K 0.24%
16,166
+163
93
$531K 0.24%
6,593
+141
94
$523K 0.24%
16,196
+398
95
$520K 0.24%
8,520
+313
96
$500K 0.23%
10,071
+243
97
$497K 0.23%
7,532
98
$492K 0.22%
13,259
99
$486K 0.22%
2,594
100
$470K 0.21%
7,550
2 3
4
5 6