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
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$597K
3
+$306K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$267K
5
MDT icon
Medtronic
MDT
+$244K

Top Sells

1
+$7.61M
2
+$3.98M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
WMB icon
Williams Companies
WMB
+$678K

Sector Composition

1 Energy 12.42%
2 Technology 10%
3 Healthcare 7.93%
4 Communication Services 7.81%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$460K 0.21%
17,206
+57
102
$459K 0.21%
12,725
-550
103
$450K 0.21%
17,446
104
$447K 0.2%
4,575
-39
105
$439K 0.2%
8,997
-4,043
106
$439K 0.2%
16,050
-700
107
$434K 0.2%
2,647
-49
108
$433K 0.2%
18,036
+8,319
109
$433K 0.2%
23,650
-1,050
110
$429K 0.2%
18,166
+1,160
111
$415K 0.19%
30,156
+58
112
$414K 0.19%
5,461
-37
113
$409K 0.19%
5,325
-225
114
$397K 0.18%
3,656
+22
115
$396K 0.18%
4,847
116
$384K 0.18%
5,131
117
$369K 0.17%
3,124
-492
118
$349K 0.16%
6,325
+341
119
$349K 0.16%
7,275
-300
120
$345K 0.16%
2,906
121
$344K 0.16%
2,992
122
$344K 0.16%
4,763
+81
123
$343K 0.16%
18,246
124
$343K 0.16%
2,754
+40
125
$343K 0.16%
18,456
3 4
5
6 7