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
$222M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.18M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$826K
5
XYZ
Block Inc
XYZ
+$735K

Top Sells

1
+$806K
2
+$496K
3
+$480K
4
EPD icon
Enterprise Products Partners
EPD
+$444K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$405K

Sector Composition

1 Energy 11.99%
2 Technology 8.65%
3 Healthcare 7.59%
4 Communication Services 7.53%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$475K 0.21%
11,218
+1,325
102
$471K 0.21%
7,030
+132
103
$449K 0.2%
13,275
+4,100
104
$448K 0.2%
9,723
+486
105
$441K 0.2%
6,289
+316
106
$440K 0.2%
2,640
+288
107
$437K 0.2%
+24,700
108
$433K 0.2%
5,578
-83
109
$419K 0.19%
5,500
-4,050
110
$419K 0.19%
16,700
+550
111
$409K 0.18%
3,242
+69
112
$399K 0.18%
30,165
+1,050
113
$397K 0.18%
14,696
+217
114
$395K 0.18%
3,402
+972
115
$384K 0.17%
3,329
+53
116
$380K 0.17%
16,695
+3,189
117
$379K 0.17%
2,868
+187
118
$379K 0.17%
5,997
119
$378K 0.17%
4,247
+551
120
$372K 0.17%
5,350
-1,519
121
$368K 0.17%
13,259
122
$368K 0.17%
5,981
+453
123
$361K 0.16%
4,847
124
$360K 0.16%
4,523
+381
125
$344K 0.16%
14,298
+1,983
3 4
5
6 7