CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
This Quarter Return
+3.81%
1 Year Return
+8.56%
3 Year Return
+29.07%
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(-7.3%)
Cap. Flow
-$20.7M
Cap. Flow
% of AUM
-10.21%
Top 10 Holdings %
Top 10 Hldgs %
38.59%
Holding
214
New
13
Increased
76
Reduced
51
Closed
23
Top Buys
| 1 |
ProShares Large Cap Core Plus
CSM
|
$485K |
| 2 |
VGI
Virtus Global Multi-Sector Income Fund
VGI
|
$423K |
| 3 |
Assured Guaranty
AGO
|
$336K |
| 4 |
CAJ
Canon, Inc.
CAJ
|
$289K |
| 5 |
SEMG
SEMGROUP CORPORATION
SEMG
|
$274K |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$3.62M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.95M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.75M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.34M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$1.31M |
Sector Composition
| 1 | Energy | 12.25% |
| 2 | Technology | 7.69% |
| 3 | Healthcare | 7.53% |
| 4 | Communication Services | 7.36% |
| 5 | Consumer Staples | 6.68% |
