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
$222M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.18M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$826K
5
XYZ
Block Inc
XYZ
+$735K

Top Sells

1
+$806K
2
+$496K
3
+$480K
4
EPD icon
Enterprise Products Partners
EPD
+$444K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$405K

Sector Composition

1 Energy 11.99%
2 Technology 8.65%
3 Healthcare 7.59%
4 Communication Services 7.53%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.1%
2,931
177
$218K 0.1%
3,834
178
$218K 0.1%
968
+6
179
$217K 0.1%
4,035
180
$216K 0.1%
+1,975
181
$214K 0.1%
3,624
182
$213K 0.1%
+2,041
183
$211K 0.1%
+2,848
184
$209K 0.09%
2,022
+80
185
$207K 0.09%
+2,538
186
$206K 0.09%
+6,954
187
$205K 0.09%
+2,989
188
$203K 0.09%
+5,854
189
$202K 0.09%
+3,170
190
$202K 0.09%
+3,320
191
$200K 0.09%
+4,733
192
$176K 0.08%
60,500
193
$165K 0.07%
14,367
+3,176
194
$150K 0.07%
8,265
+344
195
$146K 0.07%
21,645
+7,720
196
$133K 0.06%
10,334
197
$120K 0.05%
23,743
+1,082
198
$114K 0.05%
21,999
199
$110K 0.05%
+36,950
200
$107K 0.05%
3,995
5 6 7
8
9