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
$61.9M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$470K
2 +$353K
3 +$212K
4
PG icon
Procter & Gamble
PG
+$203K
5
PFE icon
Pfizer
PFE
+$23.6K

Sector Composition

1 Consumer Staples 14.34%
2 Communication Services 13.07%
3 Healthcare 10.73%
4 Technology 10.26%
5 Energy 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,081
77
-2,365
78
-10,893
79
-5,400
80
-8,725
81
-107,747
82
-16,250
83
-15,080
84
-7,375
85
-3,154
86
-3,250