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
$197M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.28M
3
+$1.09M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$905K
5
AMLP icon
Alerian MLP ETF
AMLP
+$581K

Top Sells

1
+$3.88M
2
+$3.31M
3
+$733K
4
META icon
Meta Platforms (Facebook)
META
+$730K
5
EOG icon
EOG Resources
EOG
+$547K

Sector Composition

1 Energy 9.58%
2 Technology 8.06%
3 Healthcare 6.86%
4 Communication Services 6.63%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.12%
4,682
+182
152
$241K 0.12%
1,604
+18
153
$238K 0.12%
1,489
154
$234K 0.12%
6,758
+320
155
$232K 0.12%
2,887
156
$230K 0.12%
+33,000
157
$226K 0.11%
+3,498
158
$225K 0.11%
2,358
+32
159
$223K 0.11%
5,428
160
$219K 0.11%
+4,538
161
$218K 0.11%
+4,328
162
$214K 0.11%
4,682
163
$211K 0.11%
2,931
164
$210K 0.11%
+5,343
165
$207K 0.1%
+4,035
166
$207K 0.1%
+3,624
167
$203K 0.1%
2,797
-12
168
$199K 0.1%
16,804
-24,875
169
$184K 0.09%
10,913
+582
170
$180K 0.09%
14,479
171
$170K 0.09%
60,500
172
$165K 0.08%
10,000
173
$142K 0.07%
5,633
-1,821
174
$129K 0.07%
350
175
$125K 0.06%
+13,039
5 6
7
8 9