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
$222M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.18M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$826K
5
XYZ
Block Inc
XYZ
+$735K

Top Sells

1
+$806K
2
+$496K
3
+$480K
4
EPD icon
Enterprise Products Partners
EPD
+$444K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$405K

Sector Composition

1 Energy 11.99%
2 Technology 8.65%
3 Healthcare 7.59%
4 Communication Services 7.53%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.12%
+19,486
152
$252K 0.11%
+3,120
153
$251K 0.11%
+1,998
154
$251K 0.11%
6,014
155
$249K 0.11%
7,581
+7
156
$248K 0.11%
9,985
157
$244K 0.11%
2,248
+116
158
$240K 0.11%
6,289
+242
159
$240K 0.11%
6,378
160
$239K 0.11%
+2,616
161
$238K 0.11%
3,047
+98
162
$237K 0.11%
+4,502
163
$236K 0.11%
3,181
+89
164
$233K 0.11%
+32,357
165
$232K 0.1%
3,526
166
$230K 0.1%
+39,253
167
$230K 0.1%
10,768
-3
168
$228K 0.1%
+4,826
169
$228K 0.1%
53,990
+14,785
170
$226K 0.1%
11,559
171
$225K 0.1%
2,244
172
$224K 0.1%
2,096
173
$222K 0.1%
+2,459
174
$222K 0.1%
3,386
175
$221K 0.1%
11,835
+180
5 6
7
8 9