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
$222M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.18M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$826K
5
XYZ
Block Inc
XYZ
+$735K

Top Sells

1
+$806K
2
+$496K
3
+$480K
4
EPD icon
Enterprise Products Partners
EPD
+$444K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$405K

Sector Composition

1 Energy 11.99%
2 Technology 8.65%
3 Healthcare 7.59%
4 Communication Services 7.53%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.15%
6,324
-58
127
$336K 0.15%
5,131
+35
128
$333K 0.15%
4,603
+48
129
$330K 0.15%
18,456
130
$329K 0.15%
7,525
-5,125
131
$318K 0.14%
8,850
+42
132
$316K 0.14%
2,992
133
$314K 0.14%
3,974
+204
134
$311K 0.14%
3,388
135
$303K 0.14%
8,112
+214
136
$300K 0.14%
7,162
+107
137
$300K 0.14%
3,561
138
$296K 0.13%
6,040
+413
139
$293K 0.13%
1,669
+53
140
$280K 0.13%
2,297
+54
141
$279K 0.13%
17,979
+885
142
$279K 0.13%
2,062
-10
143
$278K 0.13%
4,682
144
$274K 0.12%
19,407
-35,100
145
$273K 0.12%
+8,039
146
$271K 0.12%
5,839
+496
147
$270K 0.12%
3,713
+58
148
$266K 0.12%
5,016
+377
149
$266K 0.12%
3,498
150
$262K 0.12%
3,170
+206
4 5
6
7 8