CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
This Quarter Return
+4.05%
1 Year Return
+8.56%
3 Year Return
+29.07%
5 Year Return
–
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(+9.5%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
6.17%
Top 10 Holdings %
Top 10 Hldgs %
38.24%
Holding
216
New
25
Increased
111
Reduced
29
Closed
10
Top Buys
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$3.14M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.18M |
| 3 |
Williams Companies
WMB
|
$1.09M |
| 4 |
Union Pacific
UNP
|
$826K |
| 5 |
XYZ
Block, Inc.
XYZ
|
$735K |
Top Sells
Sector Composition
| 1 | Energy | 11.99% |
| 2 | Technology | 8.65% |
| 3 | Healthcare | 7.59% |
| 4 | Communication Services | 7.53% |
| 5 | Consumer Staples | 6.44% |
