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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$8.41M
3
+$6.7M
4
META icon
Meta Platforms (Facebook)
META
+$5.24M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.21%
2 Technology 8.25%
3 Healthcare 6.23%
4 Communication Services 6.08%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$404K 0.24%
+3,129
102
$397K 0.23%
+14,809
103
$386K 0.23%
+10,000
104
$369K 0.22%
+8,812
105
$368K 0.22%
+3,940
106
$337K 0.2%
+5,260
107
$336K 0.2%
+5,849
108
$329K 0.19%
+5,248
109
$320K 0.19%
+3,450
110
$315K 0.18%
+6,165
111
$313K 0.18%
+4,072
112
$304K 0.18%
+2,945
113
$296K 0.17%
+9,836
114
$287K 0.17%
+2,735
115
$283K 0.17%
+2,413
116
$283K 0.17%
+6,749
117
$282K 0.17%
+4,847
118
$270K 0.16%
+3,541
119
$262K 0.15%
+2,467
120
$262K 0.15%
+2,708
121
$259K 0.15%
+3,388
122
$255K 0.15%
+1,489
123
$255K 0.15%
+4,944
124
$252K 0.15%
+3,702
125
$250K 0.15%
+2,887
2 3 4
5
6