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
$219M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.24M
3
+$550K
4
DM
Dominion Energy Midstream Ptr LP
DM
+$500K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$441K

Top Sells

1
+$4.91M
2
+$1.53M
3
+$1.43M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$727K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$588K

Sector Composition

1 Energy 13.23%
2 Technology 8.8%
3 Healthcare 7.33%
4 Communication Services 6.9%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$319K 0.15%
2,906
+908
127
$314K 0.14%
8,358
+246
128
$314K 0.14%
5,984
+3
129
$314K 0.14%
2,714
+673
130
$313K 0.14%
3,526
131
$309K 0.14%
18,456
132
$307K 0.14%
8,808
-42
133
$307K 0.14%
8,456
+417
134
$305K 0.14%
3,561
135
$303K 0.14%
4,235
+261
136
$303K 0.14%
3,713
137
$300K 0.14%
+2,365
138
$295K 0.13%
2,518
+59
139
$293K 0.13%
15,176
+480
140
$293K 0.13%
1,717
-2,038
141
$290K 0.13%
4,879
+53
142
$290K 0.13%
2,386
-943
143
$286K 0.13%
19,967
+481
144
$282K 0.13%
5,854
-470
145
$281K 0.13%
56,569
+2,579
146
$279K 0.13%
5,016
147
$276K 0.13%
4,682
148
$273K 0.12%
3,498
149
$272K 0.12%
2,719
-523
150
$271K 0.12%
3,431
-816
4 5
6
7 8