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
$185M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.18M
3
+$4.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.39M

Top Sells

1
+$3.25M
2
+$608K
3
+$532K
4
BNS icon
Scotiabank
BNS
+$496K
5
BMO icon
Bank of Montreal
BMO
+$487K

Sector Composition

1 Energy 11.14%
2 Technology 7.7%
3 Healthcare 6.75%
4 Communication Services 6.57%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$434K 0.23%
4,362
+1,654
102
$432K 0.23%
4,182
+32
103
$432K 0.23%
14,222
104
$391K 0.21%
+12,949
105
$390K 0.21%
200
-100
106
$389K 0.21%
6,798
+949
107
$387K 0.21%
+10,754
108
$375K 0.2%
9,829
109
$366K 0.2%
3,729
+1,316
110
$366K 0.2%
3,165
+1,317
111
$358K 0.19%
15,725
-400
112
$354K 0.19%
8,812
113
$351K 0.19%
3,635
+900
114
$347K 0.19%
7,454
115
$330K 0.18%
6,852
-240
116
$327K 0.18%
4,227
+155
117
$327K 0.18%
+1,594
118
$323K 0.17%
8,450
119
$322K 0.17%
+6,775
120
$321K 0.17%
+11,369
121
$320K 0.17%
3,450
122
$313K 0.17%
5,260
123
$309K 0.17%
2,237
+753
124
$304K 0.16%
+18,456
125
$299K 0.16%
+2,551
3 4
5
6 7