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
$185M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.18M
3
+$4.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.39M

Top Sells

1
+$3.25M
2
+$608K
3
+$532K
4
BNS icon
Scotiabank
BNS
+$496K
5
BMO icon
Bank of Montreal
BMO
+$487K

Sector Composition

1 Energy 11.14%
2 Technology 7.7%
3 Healthcare 6.75%
4 Communication Services 6.57%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$143K 0.08%
+38,560
177
$116K 0.06%
+350
178
$112K 0.06%
+19,269
179
$102K 0.06%
+3,995
180
$95K 0.05%
+25,573
181
$59K 0.03%
+12,052
182
$11K 0.01%
+1,878
183
– –
-8,209
184
– –
-10,052
185
– –
-9,105
186
– –
-10,000
187
– –
-5,657
188
– –
-7,179
189
– –
-3,702
190
– –
-1,884
191
– –
-5,248
192
– –
-3,705
193
– –
-2,046
194
– –
-5,828
195
– –
-8,000
196
– –
-3,400
197
– –
-1,457
198
– –
-7,136
199
– –
-1,938
4 5 6 7
8