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
$202M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$423K
3
+$336K
4
CAJ
Canon, Inc.
CAJ
+$289K
5
SEMG
SEMGROUP CORPORATION
SEMG
+$274K

Top Sells

1
+$3.62M
2
+$2.95M
3
+$2.75M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.34M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.31M

Sector Composition

1 Energy 12.25%
2 Technology 7.69%
3 Healthcare 7.53%
4 Communication Services 7.36%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$247K 0.12%
4,555
152
$243K 0.12%
2,430
-587
153
$232K 0.11%
9,985
-8,335
154
$229K 0.11%
+11,559
155
$227K 0.11%
+4,639
156
$227K 0.11%
+3,386
157
$225K 0.11%
6,378
158
$221K 0.11%
3,834
159
$220K 0.11%
2,964
+46
160
$219K 0.11%
962
161
$218K 0.11%
5,644
162
$218K 0.11%
3,655
163
$217K 0.11%
2,931
164
$215K 0.11%
10,771
165
$215K 0.11%
17,094
+326
166
$215K 0.11%
2,096
167
$211K 0.1%
11,655
+90
168
$211K 0.1%
3,624
169
$207K 0.1%
+4,035
170
$206K 0.1%
3,526
171
$204K 0.1%
2,132
-332
172
$203K 0.1%
+1,566
173
$203K 0.1%
2,949
174
$202K 0.1%
1,942
-6
175
$153K 0.08%
60,500
5 6
7
8 9