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
$104M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.58M
3
+$3.58M
4
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$3.5M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$3.04M

Top Sells

1
+$3.33M
2
+$879K
3
+$637K
4
META icon
Meta Platforms (Facebook)
META
+$616K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$546K

Sector Composition

1 Energy 42.28%
2 Consumer Staples 8.93%
3 Communication Services 7.77%
4 Healthcare 6.69%
5 Technology 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.22%
1,308
+20
77
$214K 0.21%
+1,081
78
$209K 0.2%
+1,450
79
$206K 0.2%
2,241
+12
80
$203K 0.19%
+2,226
81
$200K 0.19%
+3,031
82
$155K 0.15%
10,773
+418
83
$99K 0.09%
15,792
+2,452
84
$53K 0.05%
22,357
-1,429
85
– –
-3,512
86
– –
-1,458
87
– –
-3,171
88
– –
-9,564
89
– –
-350
1 2 3
4