CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
This Quarter Return
+6.67%
1 Year Return
+8.56%
3 Year Return
+29.07%
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
+$219M
(+0.06%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-5.38%
Top 10 Holdings %
Top 10 Hldgs %
35.47%
Holding
224
New
17
Increased
82
Reduced
81
Closed
7
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$1.2M |
| 2 |
Enterprise Products Partners
EPD
|
$597K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$424K |
| 4 |
Carnival PLC
CUK
|
$306K |
| 5 |
Comcast
CMCSA
|
$281K |
Top Sells
| 1 |
GAP
The Gap, Inc.
GAP
|
$7.61M |
| 2 |
VGI
Virtus Global Multi-Sector Income Fund
VGI
|
$3.98M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.45M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.36M |
| 5 |
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% |
