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
$218M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.98M
3
+$1.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$935K

Top Sells

1
+$498K
2
+$398K
3
+$356K
4
BA icon
Boeing
BA
+$290K
5
SAN icon
Banco Santander
SAN
+$246K

Sector Composition

1 Energy 9.45%
2 Technology 7.91%
3 Communication Services 7.02%
4 Healthcare 6.76%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$260K 0.12%
9,375
152
$260K 0.12%
3,388
153
$253K 0.12%
+6,900
154
$249K 0.11%
2,231
-6
155
$247K 0.11%
+6,147
156
$245K 0.11%
8,250
+100
157
$242K 0.11%
2,940
+143
158
$240K 0.11%
33,000
159
$240K 0.11%
14,479
160
$239K 0.11%
+8,603
161
$233K 0.11%
5,343
162
$231K 0.11%
+2,464
163
$230K 0.11%
+3,834
164
$230K 0.11%
2,887
165
$227K 0.1%
4,682
166
$225K 0.1%
+962
167
$223K 0.1%
+2,918
168
$222K 0.1%
2,222
-294
169
$221K 0.1%
+6,378
170
$217K 0.1%
+1,948
171
$217K 0.1%
6,769
+11
172
$216K 0.1%
+10,771
173
$216K 0.1%
2,501
-7
174
$216K 0.1%
+3,092
175
$211K 0.1%
+11,565
5 6
7
8 9