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
$202M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$423K
3
+$336K
4
CAJ
Canon, Inc.
CAJ
+$289K
5
SEMG
SEMGROUP CORPORATION
SEMG
+$274K

Top Sells

1
+$3.62M
2
+$2.95M
3
+$2.75M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.34M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.31M

Sector Composition

1 Energy 12.25%
2 Technology 7.69%
3 Healthcare 7.53%
4 Communication Services 7.36%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$448K 0.22%
9,893
+110
102
$447K 0.22%
6,898
-274
103
$435K 0.21%
13,352
+126
104
$434K 0.21%
9,237
+101
105
$412K 0.2%
16,150
+1,225
106
$408K 0.2%
5,997
107
$394K 0.19%
3,276
+25
108
$386K 0.19%
14,698
+432
109
$374K 0.18%
5,973
+33
110
$373K 0.18%
18,246
111
$371K 0.18%
3,173
+11
112
$368K 0.18%
4,847
113
$358K 0.18%
2,352
+83
114
$355K 0.18%
5,588
-5,581
115
$354K 0.17%
3,696
-2
116
$346K 0.17%
6,382
+40
117
$342K 0.17%
2,681
118
$341K 0.17%
14,479
119
$336K 0.17%
+13,259
120
$331K 0.16%
1,797
+183
121
$329K 0.16%
7,055
-3,043
122
$323K 0.16%
5,096
+22
123
$321K 0.16%
18,456
124
$320K 0.16%
5,528
+155
125
$318K 0.16%
8,808
+128
3 4
5
6 7