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
$185M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.18M
3
+$4.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.39M

Top Sells

1
+$3.25M
2
+$608K
3
+$532K
4
BNS icon
Scotiabank
BNS
+$496K
5
BMO icon
Bank of Montreal
BMO
+$487K

Sector Composition

1 Energy 11.14%
2 Technology 7.7%
3 Healthcare 6.75%
4 Communication Services 6.57%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$243K 0.13%
+2,211
152
$240K 0.13%
+10,500
153
$238K 0.13%
2,887
154
$235K 0.13%
2,478
+11
155
$233K 0.13%
3,388
156
$232K 0.13%
2,037
157
$225K 0.12%
3,834
158
$225K 0.12%
+2,081
159
$223K 0.12%
+4,500
160
$221K 0.12%
2,809
+318
161
$216K 0.12%
+4,682
162
$214K 0.12%
25,190
163
$214K 0.12%
+7,640
164
$214K 0.12%
1,489
165
$212K 0.11%
+5,428
166
$207K 0.11%
+962
167
$207K 0.11%
+2,326
168
$205K 0.11%
1,586
169
$205K 0.11%
+6,438
170
$202K 0.11%
+2,931
171
$201K 0.11%
4,555
+555
172
$184K 0.1%
+13,437
173
$174K 0.09%
+14,479
174
$161K 0.09%
+10,331
175
$155K 0.08%
+60,500
4 5 6
7
8