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
$197M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.28M
3
+$1.09M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$905K
5
AMLP icon
Alerian MLP ETF
AMLP
+$581K

Top Sells

1
+$3.88M
2
+$3.31M
3
+$733K
4
META icon
Meta Platforms (Facebook)
META
+$730K
5
EOG icon
EOG Resources
EOG
+$547K

Sector Composition

1 Energy 9.58%
2 Technology 8.06%
3 Healthcare 6.86%
4 Communication Services 6.63%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$429K 0.22%
3,243
+78
102
$426K 0.22%
6,831
+33
103
$393K 0.2%
18,871
-6,428
104
$389K 0.2%
18,320
-1,949
105
$387K 0.2%
3,821
+92
106
$387K 0.2%
8,936
+124
107
$385K 0.2%
3,450
108
$377K 0.19%
15,540
+2,288
109
$371K 0.19%
2,287
+50
110
$356K 0.18%
10,814
+60
111
$356K 0.18%
3,014
+56
112
$355K 0.18%
3,635
113
$331K 0.17%
1,617
+23
114
$325K 0.16%
2,643
+92
115
$324K 0.16%
5,915
+46
116
$321K 0.16%
8,150
-300
117
$320K 0.16%
+6,978
118
$315K 0.16%
3,162
119
$311K 0.16%
18,456
120
$310K 0.16%
2,681
121
$309K 0.16%
14,875
-850
122
$308K 0.16%
6,165
123
$303K 0.15%
11,200
-3,600
124
$303K 0.15%
5,380
+120
125
$301K 0.15%
10,654
+300
3 4
5
6 7