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
$218M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.98M
3
+$1.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$935K

Top Sells

1
+$498K
2
+$398K
3
+$356K
4
BA icon
Boeing
BA
+$290K
5
SAN icon
Banco Santander
SAN
+$246K

Sector Composition

1 Energy 9.45%
2 Technology 7.91%
3 Communication Services 7.02%
4 Healthcare 6.76%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.15%
6,342
+2,014
127
$321K 0.15%
3,017
+374
128
$308K 0.14%
+5,074
129
$308K 0.14%
7,854
+30
130
$305K 0.14%
13,123
-2,417
131
$299K 0.14%
28,995
+83
132
$299K 0.14%
4,117
-16
133
$298K 0.14%
5,373
-7
134
$296K 0.14%
2,992
+17
135
$296K 0.14%
2,681
136
$289K 0.13%
3,526
137
$285K 0.13%
3,561
138
$280K 0.13%
6,749
139
$279K 0.13%
6,165
140
$277K 0.13%
1,614
-3
141
$275K 0.13%
+4,822
142
$274K 0.13%
8,680
+228
143
$274K 0.13%
+11,985
144
$271K 0.12%
4,160
145
$268K 0.12%
2,062
+25
146
$266K 0.12%
4,555
147
$264K 0.12%
7,934
+554
148
$263K 0.12%
3,498
149
$263K 0.12%
5,627
+199
150
$262K 0.12%
1,767
+163
4 5
6
7 8