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
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$597K
3
+$306K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$267K
5
MDT icon
Medtronic
MDT
+$244K

Top Sells

1
+$7.61M
2
+$3.98M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
WMB icon
Williams Companies
WMB
+$678K

Sector Composition

1 Energy 12.42%
2 Technology 10%
3 Healthcare 7.93%
4 Communication Services 7.81%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.16%
19,061
+1,082
127
$340K 0.16%
9,398
+590
128
$336K 0.15%
2,934
129
$335K 0.15%
8,462
+104
130
$334K 0.15%
57,401
+832
131
$329K 0.15%
3,571
+45
132
$326K 0.15%
2,365
133
$326K 0.15%
1,870
+153
134
$323K 0.15%
2,723
+4
135
$322K 0.15%
1,822
+103
136
$321K 0.15%
7,246
-166
137
$314K 0.14%
3,561
138
$308K 0.14%
2,378
-8
139
$307K 0.14%
5,234
+218
140
$306K 0.14%
+5,291
141
$305K 0.14%
6,749
+296
142
$301K 0.14%
39,579
-578
143
$301K 0.14%
8,174
-282
144
$300K 0.14%
5,010
+131
145
$300K 0.14%
20,201
+234
146
$299K 0.14%
2,487
-31
147
$299K 0.14%
3,591
+93
148
$298K 0.14%
2,287
-22
149
$297K 0.14%
1,658
-11
150
$297K 0.14%
3,250
4 5
6
7 8