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
$202M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$640K
2
+$480K
3
+$341K
4
CAJ
Canon, Inc.
CAJ
+$291K
5
SEMG
SEMGROUP CORPORATION
SEMG
+$244K

Top Sells

1
+$3.6M
2
+$2.93M
3
+$2.83M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.24M

Sector Composition

1 Energy 12.25%
2 Technology 7.65%
3 Healthcare 7.53%
4 Communication Services 7.36%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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204
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205
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207
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208
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209
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210
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211
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212
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213
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-6,900
214
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5 6 7 8
9