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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$8.41M
3
+$6.7M
4
META icon
Meta Platforms (Facebook)
META
+$5.24M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.21%
2 Technology 8.25%
3 Healthcare 6.23%
4 Communication Services 6.08%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$238K 0.14%
+5,828
127
$232K 0.14%
+3,834
128
$231K 0.14%
+9,105
129
$228K 0.13%
+1,484
130
$228K 0.13%
+1,938
131
$226K 0.13%
+3,510
132
$226K 0.13%
+5,657
133
$221K 0.13%
+2,037
134
$220K 0.13%
+2,046
135
$219K 0.13%
+1,586
136
$218K 0.13%
+5,562
137
$216K 0.13%
+1,884
138
$216K 0.13%
+1,457
139
$213K 0.12%
+2,438
140
$208K 0.12%
+25,190
141
$205K 0.12%
+1,848
142
$203K 0.12%
+2,491
143
$203K 0.12%
+3,705
144
$200K 0.12%
+4,000
145
$178K 0.1%
+10,000
146
$176K 0.1%
+8,000
147
$130K 0.08%
+3,400
148
$107K 0.06%
+8,397
2 3 4 5
6