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
$219M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.24M
3
+$550K
4
DM
Dominion Energy Midstream Ptr LP
DM
+$500K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$441K

Top Sells

1
+$4.91M
2
+$1.53M
3
+$1.43M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$727K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$588K

Sector Composition

1 Energy 13.23%
2 Technology 8.8%
3 Healthcare 7.33%
4 Communication Services 6.9%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$455K 0.21%
24,700
102
$451K 0.21%
3,616
-901
103
$445K 0.2%
4,614
+91
104
$438K 0.2%
17,446
-1,425
105
$436K 0.2%
7,550
-10,181
106
$426K 0.19%
3,634
+232
107
$426K 0.19%
5,550
+50
108
$422K 0.19%
16,750
+50
109
$411K 0.19%
4,847
110
$405K 0.18%
30,098
-67
111
$404K 0.18%
9,828
+105
112
$403K 0.18%
17,149
+454
113
$394K 0.18%
2,696
+56
114
$381K 0.17%
2,594
-856
115
$380K 0.17%
18,246
116
$379K 0.17%
5,498
+148
117
$376K 0.17%
+17,006
118
$369K 0.17%
5,131
119
$347K 0.16%
5,997
120
$342K 0.16%
4,627
+24
121
$335K 0.15%
2,992
122
$335K 0.15%
7,575
+50
123
$332K 0.15%
+2,934
124
$325K 0.15%
7,412
+250
125
$320K 0.15%
5,772
-268
3 4
5
6 7