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
$218M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.96M
3
+$1.21M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.06M
5
META icon
Meta Platforms (Facebook)
META
+$864K

Top Sells

1
+$498K
2
+$370K
3
+$356K
4
BA icon
Boeing
BA
+$290K
5
SAN icon
Banco Santander
SAN
+$246K

Sector Composition

1 Energy 9.45%
2 Technology 7.86%
3 Communication Services 7.02%
4 Healthcare 6.76%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
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