CWA

Cypress Wealth Advisors Portfolio holdings

AUM $87.4M
1-Year Est. Return 8.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.7M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$187K
3
+$13.7K

Top Sells

1
+$49.9M
2
+$12M
3
+$5.94M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.85M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.74M

Sector Composition

1 Technology 12.27%
2 Consumer Staples 11.67%
3 Communication Services 10.98%
4 Healthcare 6.89%
5 Energy 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,084
127
– –
-4,763
128
– –
-6,749
129
– –
-1,684
130
– –
-5,679
131
– –
-3,005
132
– –
-11,409
133
– –
-10,334
134
– –
-4,638
135
– –
-6,378
136
– –
-2,827
137
– –
-1,922
138
– –
-6,581
139
– –
-2,718
140
– –
-5,234
141
– –
-8,017
142
– –
-5,240
143
– –
-5,593
144
– –
-2,555
145
– –
-2,339
146
– –
-9,985
147
– –
-305,832
148
– –
-888
149
– –
-21,999
150
– –
-3,500
4 5
6
7 8