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
$92.3M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$748K
3
+$508K
4
BPL
Buckeye Partners, L.P.
BPL
+$316K
5
CHT icon
Chunghwa Telecom
CHT
+$193K

Top Sells

1
+$769K
2
+$697K
3
+$619K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$612K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K

Sector Composition

1 Energy 40.4%
2 Consumer Staples 8.96%
3 Communication Services 7.79%
4 Healthcare 7.36%
5 Technology 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.22%
1,020
-61
77
$202K 0.22%
+5,210
78
– –
-10,773
79
– –
-2,226
80
– –
-3,031
81
– –
-1,358
82
– –
-2,241
83
– –
-15,792
84
– –
-14,339
85
– –
-22,357
86
– –
-5,633
1 2 3
4