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
$197M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.28M
3
+$1.09M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$905K
5
AMLP icon
Alerian MLP ETF
AMLP
+$581K

Top Sells

1
+$3.88M
2
+$3.31M
3
+$733K
4
META icon
Meta Platforms (Facebook)
META
+$730K
5
EOG icon
EOG Resources
EOG
+$547K

Sector Composition

1 Energy 9.58%
2 Technology 8.06%
3 Healthcare 6.86%
4 Communication Services 6.63%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$301K 0.15%
2,516
+435
127
$296K 0.15%
6,885
+204
128
$292K 0.15%
4,847
129
$291K 0.15%
2,975
+13
130
$290K 0.15%
2,003
+40
131
$288K 0.15%
4,976
132
$284K 0.14%
3,526
133
$281K 0.14%
9,375
+1,735
134
$278K 0.14%
4,555
135
$277K 0.14%
7,824
+56
136
$273K 0.14%
7,055
+1,093
137
$270K 0.14%
3,388
138
$267K 0.14%
4,133
+62
139
$265K 0.13%
4,160
140
$264K 0.13%
6,749
141
$263K 0.13%
7,380
-12
142
$262K 0.13%
3,561
+17
143
$260K 0.13%
2,508
+30
144
$257K 0.13%
9,737
-7,381
145
$256K 0.13%
2,237
+26
146
$255K 0.13%
+28,912
147
$253K 0.13%
8,452
+88
148
$251K 0.13%
2,037
149
$246K 0.12%
+52,658
150
$246K 0.12%
16,175
+2,738
4 5
6
7 8