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
$95.1M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$708K
3
+$668K
4
AMLP icon
Alerian MLP ETF
AMLP
+$437K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$292K

Top Sells

1
+$793K
2
+$756K
3
+$499K
4
ETP
Energy Transfer Partners, L.P.
ETP
+$307K
5
EPD icon
Enterprise Products Partners
EPD
+$295K

Sector Composition

1 Energy 41.26%
2 Technology 7.87%
3 Communication Services 7.72%
4 Consumer Staples 7.64%
5 Healthcare 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.23%
736
77
$212K 0.22%
+10,290
78
$207K 0.22%
+4,020
79
$205K 0.22%
+2,081
80
$175K 0.18%
10,752
+397
81
$60K 0.06%
12,470
-521
82
$51K 0.05%
+10,570
83
$50K 0.05%
19,526
-1,144
84
– –
-100
85
– –
-5,007
86
– –
-1,011
87
– –
-36,725
1 2 3
4