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
$222M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.18M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$826K
5
XYZ
Block Inc
XYZ
+$735K

Top Sells

1
+$806K
2
+$496K
3
+$480K
4
EPD icon
Enterprise Products Partners
EPD
+$444K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$405K

Sector Composition

1 Energy 11.99%
2 Technology 8.65%
3 Healthcare 7.59%
4 Communication Services 7.53%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$87K 0.04%
10,564
+189
202
$79K 0.04%
350
203
$69K 0.03%
+15,570
204
$48K 0.02%
10,208
-167
205
$44K 0.02%
12,960
+280
206
$30K 0.01%
12,600
207
– –
-5,588
208
– –
-1,566
209
– –
-15,881
210
– –
-12,660
211
– –
-5,644
212
– –
-2,777
213
– –
-33,000
214
– –
-10,105
215
– –
-23,625
216
– –
-4,160
5 6 7 8
9