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
$85.7M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$214K
3
+$15.1K

Top Sells

1
+$12M
2
+$5.94M
3
+$4.9M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.74M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.66M

Sector Composition

1 Technology 12.27%
2 Consumer Staples 11.67%
3 Communication Services 10.98%
4 Healthcare 6.89%
5 Energy 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.25%
6,625
-25,550
77
$210K 0.25%
4,712
-4,285
78
$209K 0.24%
3,430
-5,759
79
$199K 0.23%
11,374
-7,687
80
$172K 0.2%
13,333
-16,823
81
$98K 0.11%
15,363
-42,038
82
$65K 0.08%
350
83
$50K 0.06%
20,457
-71,543
84
– –
-1,870
85
– –
-18,456
86
– –
-27,046
87
– –
-14,343
88
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-13,155
89
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-22,950
90
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-4,733
91
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-5,207
92
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-2,287
93
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-36,378
94
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-10,334
95
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-3,050
96
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-9,398
97
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-13,259
98
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-3,571
99
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-2,827
100
– –
-1,922
2 3
4
5 6