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
$197M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.28M
3
+$1.09M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$905K
5
AMLP icon
Alerian MLP ETF
AMLP
+$581K

Top Sells

1
+$3.88M
2
+$3.31M
3
+$733K
4
META icon
Meta Platforms (Facebook)
META
+$730K
5
EOG icon
EOG Resources
EOG
+$547K

Sector Composition

1 Energy 9.58%
2 Technology 8.06%
3 Healthcare 6.86%
4 Communication Services 6.63%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$124K 0.06%
38,560
177
$112K 0.06%
3,995
178
$104K 0.05%
+2,777
179
$101K 0.05%
18,249
-1,020
180
$100K 0.05%
24,748
-825
181
$99K 0.05%
+10,334
182
$96K 0.05%
+9,916
183
$91K 0.05%
+48,269
184
$75K 0.04%
+3,222
185
$56K 0.03%
12,618
+566
186
$34K 0.02%
+10,439
187
$29K 0.01%
+15,222
188
$24K 0.01%
+10,772
189
– –
-54,227
190
– –
-11,369
191
– –
-3,834
192
– –
-5,154
193
– –
-7,518
194
– –
-25,190
195
– –
-962
196
– –
-61,197
197
– –
-10,500
198
– –
-6,775
199
– –
-1,878
200
– –
-6,600
5 6 7
8
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