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
$218M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.98M
3
+$1.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$935K

Top Sells

1
+$498K
2
+$398K
3
+$356K
4
BA icon
Boeing
BA
+$290K
5
SAN icon
Banco Santander
SAN
+$246K

Sector Composition

1 Energy 9.45%
2 Technology 7.91%
3 Communication Services 7.02%
4 Healthcare 6.76%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$210K 0.1%
+2,949
177
$209K 0.1%
+4,192
178
$207K 0.09%
16,768
-36
179
$206K 0.09%
2,931
180
$206K 0.09%
+5,644
181
$206K 0.09%
+2,096
182
$204K 0.09%
3,624
183
$204K 0.09%
+2,244
184
$202K 0.09%
+3,655
185
$202K 0.09%
+3,419
186
$191K 0.09%
14,629
-1,546
187
$173K 0.08%
60,500
188
$144K 0.07%
+19,235
189
$131K 0.06%
+20,468
190
$131K 0.06%
13,056
+17
191
$122K 0.06%
10,334
192
$117K 0.05%
3,995
193
$114K 0.05%
2,777
194
$109K 0.05%
7,921
-1,995
195
$105K 0.05%
350
196
$99K 0.05%
+10,262
197
$66K 0.03%
+10,985
198
$64K 0.03%
21,999
+11,560
199
$50K 0.02%
+12,660
200
$33K 0.02%
3,237
+15
5 6 7
8
9