CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
This Quarter Return
+4.46%
1 Year Return
+8.56%
3 Year Return
+29.07%
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+6.8%)
Cap. Flow
+$7.01M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
39.37%
Holding
202
New
20
Increased
86
Reduced
34
Closed
14
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$9.72M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$3.28M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.09M |
| 4 |
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
|
$905K |
| 5 |
Alerian MLP ETF
AMLP
|
$581K |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.88M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.31M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$733K |
| 4 |
Meta Platforms (Facebook)
META
|
$730K |
| 5 |
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% |
