CWA

Cypress Wealth Advisors Portfolio holdings

AUM $87.4M
1-Year Est. Return 8.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.8%
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
+$925K
2
+$187K
3
+$13.7K

Top Sells

1
+$49.9M
2
+$12M
3
+$5.94M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.85M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.74M

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
– –
-16,050
85
– –
-6,325
86
– –
-10,071
87
– –
-27,046
88
– –
-14,343
89
– –
-13,155
90
– –
-2,287
91
– –
-4,575
92
– –
-15,091
93
– –
-12,600
94
– –
-4,400
95
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-17,446
96
– –
-3,571
97
– –
-5,207
98
– –
-36,378
99
– –
-10,334
100
– –
-3,050
2 3
4
5 6