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

Top Buys

1
+$431K
2
+$336K
3
+$208K
4
PG icon
Procter & Gamble
PG
+$203K
5
AMZN icon
Amazon
AMZN
+$23.6K

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.03M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.55M

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
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83
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84
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85
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-16,250
86
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-15,080
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4