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
$218M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.98M
3
+$1.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$935K

Top Sells

1
+$498K
2
+$398K
3
+$356K
4
BA icon
Boeing
BA
+$290K
5
SAN icon
Banco Santander
SAN
+$246K

Sector Composition

1 Energy 9.45%
2 Technology 7.91%
3 Communication Services 7.02%
4 Healthcare 6.76%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$473K 0.22%
+21,100
102
$457K 0.21%
16,673
+6,936
103
$454K 0.21%
9,783
+2,898
104
$454K 0.21%
7,172
+256
105
$445K 0.2%
18,871
106
$444K 0.2%
62,275
+3,055
107
$434K 0.2%
6,814
-17
108
$431K 0.2%
3,450
109
$425K 0.19%
22,950
-1,275
110
$414K 0.19%
18,320
111
$409K 0.19%
3,251
+237
112
$408K 0.19%
9,136
+200
113
$404K 0.18%
13,226
+2,572
114
$403K 0.18%
14,925
+50
115
$384K 0.18%
3,698
+63
116
$374K 0.17%
+14,266
117
$366K 0.17%
5,997
+1,021
118
$356K 0.16%
3,875
+54
119
$344K 0.16%
2,976
-1,517
120
$341K 0.16%
5,940
+25
121
$340K 0.16%
2,269
-18
122
$336K 0.15%
4,847
123
$327K 0.15%
3,162
124
$324K 0.15%
18,456
125
$322K 0.15%
2,817
3 4
5
6 7