CWA

Cypress Wealth Advisors Portfolio holdings

AUM $87.4M
1-Year Est. Return 8.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Sells

1 +$4.1M
2 +$3.32M
3 +$733K
4
META icon
Meta Platforms (Facebook)
META
+$717K
5
EOG icon
EOG Resources
EOG
+$547K

Sector Composition

1 Energy 9.58%
2 Technology 8.01%
3 Healthcare 6.86%
4 Communication Services 6.63%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,227
202
-9,829