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
$92.4M
AUM Growth
+$105K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$523K
3
+$250K
4
VZ icon
Verizon
VZ
+$208K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K

Top Sells

1
+$997K
2
+$950K
3
+$823K
4
WES icon
Western Midstream Partners
WES
+$325K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$264K

Sector Composition

1 Energy 43.38%
2 Communication Services 8.58%
3 Consumer Staples 7.56%
4 Technology 6.75%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.22%
+2,226
77
$201K 0.22%
+736
78
$151K 0.16%
+10,355
79
$66K 0.07%
+12,991
80
$58K 0.06%
+20,670
81
– –
-1,020
82
– –
-5,210
83
– –
-1,450
84
– –
-4,095
1 2 3
4