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
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$597K
3
+$306K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$267K
5
MDT icon
Medtronic
MDT
+$244K

Top Sells

1
+$7.61M
2
+$3.98M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
WMB icon
Williams Companies
WMB
+$678K

Sector Composition

1 Energy 12.42%
2 Technology 10%
3 Healthcare 7.93%
4 Communication Services 7.81%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.13%
5,679
-93
152
$293K 0.13%
2,339
+53
153
$292K 0.13%
3,285
+349
154
$291K 0.13%
3,050
+119
155
$288K 0.13%
3,655
-58
156
$285K 0.13%
2,900
+91
157
$282K 0.13%
3,388
158
$278K 0.13%
3,092
-89
159
$277K 0.13%
2,117
+55
160
$259K 0.12%
12,405
-2,771
161
$255K 0.12%
1,922
-114
162
$253K 0.12%
6,378
163
$250K 0.11%
8,084
-155
164
$249K 0.11%
2,096
165
$248K 0.11%
9,985
166
$247K 0.11%
10,768
167
$244K 0.11%
+3,026
168
$242K 0.11%
4,600
-1,254
169
$241K 0.11%
8,017
+846
170
$240K 0.11%
+5,396
171
$240K 0.11%
4,004
+109
172
$239K 0.11%
1,565
-50
173
$239K 0.11%
4,638
+157
174
$238K 0.11%
3,500
-735
175
$237K 0.11%
6,535
+435
5 6
7
8 9