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

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.08M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.57M

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
1 2 3
4