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
$219M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.24M
3
+$550K
4
DM
Dominion Energy Midstream Ptr LP
DM
+$500K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$441K

Top Sells

1
+$4.91M
2
+$1.53M
3
+$1.43M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$727K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$588K

Sector Composition

1 Energy 13.23%
2 Technology 8.8%
3 Healthcare 7.33%
4 Communication Services 6.9%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$228K 0.1%
6,378
177
$228K 0.1%
2,036
+61
178
$224K 0.1%
3,834
179
$224K 0.1%
3,388
180
$224K 0.1%
9,717
-4,581
181
$223K 0.1%
+3,250
182
$222K 0.1%
1,568
-1,300
183
$221K 0.1%
9,985
184
$220K 0.1%
3,895
-140
185
$220K 0.1%
+2,547
186
$218K 0.1%
6,100
+246
187
$211K 0.1%
+3,240
188
$206K 0.09%
2,231
-1,155
189
$205K 0.09%
+6,581
190
$203K 0.09%
+5,705
191
$202K 0.09%
+2,827
192
$202K 0.09%
+1,690
193
$200K 0.09%
+8,225
194
$189K 0.09%
60,500
195
$181K 0.08%
8,265
196
$175K 0.08%
22,915
+1,270
197
$175K 0.08%
28,446
+4,703
198
$157K 0.07%
36,950
199
$145K 0.07%
21,999
200
$120K 0.05%
10,334
5 6 7
8
9