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
$202M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$423K
3
+$336K
4
CAJ
Canon, Inc.
CAJ
+$289K
5
SEMG
SEMGROUP CORPORATION
SEMG
+$274K

Top Sells

1
+$3.62M
2
+$2.95M
3
+$2.75M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.34M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.31M

Sector Composition

1 Energy 12.25%
2 Technology 7.69%
3 Healthcare 7.53%
4 Communication Services 7.36%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$316K 0.16%
2,072
+10
127
$314K 0.16%
3,770
-105
128
$309K 0.15%
29,115
+120
129
$309K 0.15%
2,992
130
$309K 0.15%
9,175
+925
131
$305K 0.15%
7,898
+44
132
$305K 0.15%
4,142
+25
133
$300K 0.15%
12,315
+330
134
$299K 0.15%
3,561
135
$298K 0.15%
13,506
+383
136
$289K 0.14%
+10,105
137
$286K 0.14%
5,627
138
$284K 0.14%
3,498
139
$274K 0.14%
3,092
140
$274K 0.14%
4,160
141
$267K 0.13%
1,616
-151
142
$266K 0.13%
2,243
+12
143
$260K 0.13%
7,574
-360
144
$258K 0.13%
33,000
145
$253K 0.13%
4,682
146
$253K 0.13%
6,047
-100
147
$253K 0.13%
3,388
148
$251K 0.12%
2,244
149
$250K 0.12%
5,343
150
$249K 0.12%
6,014
-735
4 5
6
7 8