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
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$597K
3
+$306K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$267K
5
MDT icon
Medtronic
MDT
+$244K

Top Sells

1
+$7.61M
2
+$3.98M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
WMB icon
Williams Companies
WMB
+$678K

Sector Composition

1 Energy 12.42%
2 Technology 9.95%
3 Healthcare 7.93%
4 Communication Services 7.81%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$236K 0.11%
2,949
-120
177
$235K 0.11%
4,714
-250
178
$233K 0.11%
6,581
179
$230K 0.1%
8,512
+287
180
$230K 0.1%
988
+4
181
$226K 0.1%
+2,555
182
$226K 0.1%
+13,420
183
$226K 0.1%
5,705
184
$226K 0.1%
3,005
-84
185
$225K 0.1%
3,834
186
$225K 0.1%
12,510
+165
187
$223K 0.1%
4,733
-114
188
$222K 0.1%
1,684
-6
189
$218K 0.1%
+4,400
190
$216K 0.1%
+2,057
191
$214K 0.1%
+3,497
192
$212K 0.1%
+4,504
193
$210K 0.1%
+2,871
194
$210K 0.1%
3,451
-2,546
195
$209K 0.1%
1,622
+54
196
$208K 0.09%
2,827
197
$208K 0.09%
+888
198
$208K 0.09%
+2,718
199
$205K 0.09%
+3,089
200
$200K 0.09%
8,002
-263
5 6 7
8
9