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
$219M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.24M
3
+$550K
4
DM
Dominion Energy Midstream Ptr LP
DM
+$500K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$441K

Top Sells

1
+$4.91M
2
+$1.53M
3
+$1.43M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$727K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$588K

Sector Composition

1 Energy 13.23%
2 Technology 8.8%
3 Healthcare 7.33%
4 Communication Services 6.9%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$270K 0.12%
1,669
152
$268K 0.12%
+1,719
153
$268K 0.12%
2,286
-11
154
$267K 0.12%
40,157
+904
155
$267K 0.12%
17,979
156
$264K 0.12%
2,062
157
$261K 0.12%
6,453
+164
158
$258K 0.12%
2,931
159
$252K 0.12%
3,181
160
$249K 0.11%
+4,964
161
$248K 0.11%
8,239
+658
162
$243K 0.11%
2,809
+193
163
$242K 0.11%
3,069
+22
164
$241K 0.11%
10,768
165
$238K 0.11%
2,309
+61
166
$238K 0.11%
+1,615
167
$238K 0.11%
+3,089
168
$236K 0.11%
2,096
169
$233K 0.11%
+4,847
170
$230K 0.11%
7,171
+217
171
$230K 0.11%
+4,481
172
$229K 0.1%
984
+16
173
$229K 0.1%
12,345
+510
174
$229K 0.1%
3,176
+187
175
$229K 0.1%
2,936
-234
5 6
7
8 9