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 10%
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
201
$179K 0.08%
60,500
202
$178K 0.08%
+92,000
203
$176K 0.08%
27,700
-746
204
$161K 0.07%
22,155
-760
205
$144K 0.07%
36,378
-572
206
$133K 0.06%
12,839
+1,026
207
$124K 0.06%
21,999
208
$122K 0.06%
15,091
+2,409
209
$116K 0.05%
10,334
210
$110K 0.05%
3,759
-236
211
$98K 0.04%
15,570
-1,471
212
$92K 0.04%
+10,334
213
$87K 0.04%
+505
214
$77K 0.04%
+11,525
215
$57K 0.03%
350
216
$43K 0.02%
11,776
-2,431
217
$30K 0.01%
12,600
218
– –
-4,627
219
– –
-3,431
220
– –
-2,547
221
– –
-3,176
222
– –
-401,492
223
– –
-2,231
224
– –
-3,240
5 6 7 8
9