CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
1-Year Return
8.56%
This Quarter Return
-15.86%
1 Year Return
+8.56%
3 Year Return
+29.07%
5 Year Return
–
10 Year Return
–
AUM
$72.8M
AUM Growth
-$22.3M
(-23%)
Cap. Flow
-$7.79M
Cap. Flow
% of AUM
-10.7%
Top 10 Holdings %
Top 10 Hldgs %
41.71%
Holding
91
New
8
Increased
21
Reduced
31
Closed
14
Top Buys
| 1 |
Energy Transfer Partners
ET
|
$1.53M |
| 2 |
Williams Companies
WMB
|
$835K |
| 3 |
Oneok
OKE
|
$474K |
| 4 |
Kinder Morgan
KMI
|
$354K |
| 5 |
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
|
$349K |
Top Sells
| 1 |
BPL
Buckeye Partners, L.P.
BPL
|
$2.58M |
| 2 |
ETP
Energy Transfer Partners, L.P.
ETP
|
$1.76M |
| 3 |
SHLX
Shell Midstream Partners, L.P.
SHLX
|
$1.23M |
| 4 |
Genesis Energy
GEL
|
$785K |
| 5 |
EQGP
EQGP Holdings, LP
EQGP
|
$662K |
Sector Composition
| 1 | Energy | 39.27% |
| 2 | Healthcare | 9.11% |
| 3 | Consumer Staples | 8.72% |
| 4 | Communication Services | 8.23% |
| 5 | Technology | 8.1% |
