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
$85.7M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$214K
3
+$15.1K

Top Sells

1
+$12M
2
+$5.94M
3
+$4.9M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.74M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.66M

Sector Composition

1 Technology 12.27%
2 Consumer Staples 11.67%
3 Communication Services 10.98%
4 Healthcare 6.89%
5 Energy 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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218
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