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
$185M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.18M
3
+$4.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.39M

Top Sells

1
+$3.25M
2
+$608K
3
+$532K
4
BNS icon
Scotiabank
BNS
+$496K
5
BMO icon
Bank of Montreal
BMO
+$487K

Sector Composition

1 Energy 11.14%
2 Technology 7.7%
3 Healthcare 6.75%
4 Communication Services 6.57%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$295K 0.16%
6,165
127
$294K 0.16%
10,354
+518
128
$291K 0.16%
+2,958
129
$291K 0.16%
5,869
+925
130
$291K 0.16%
+2,976
131
$290K 0.16%
10,000
132
$288K 0.16%
+3,162
133
$285K 0.15%
6,600
134
$282K 0.15%
+4,976
135
$280K 0.15%
3,526
+16
136
$280K 0.15%
4,071
+1,633
137
$279K 0.15%
+13,252
138
$277K 0.15%
+7,768
139
$276K 0.15%
2,962
+17
140
$268K 0.15%
6,681
+1,119
141
$266K 0.14%
6,749
142
$262K 0.14%
4,847
143
$261K 0.14%
+2,681
144
$259K 0.14%
+7,392
145
$257K 0.14%
+1,963
146
$256K 0.14%
3,544
+3
147
$254K 0.14%
+4,160
148
$251K 0.14%
+5,962
149
$247K 0.13%
+5,154
150
$243K 0.13%
+8,364
4 5
6
7 8