CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
1-Year Return
8.56%
This Quarter Return
+3.53%
1 Year Return
+8.56%
3 Year Return
+29.07%
5 Year Return
–
10 Year Return
–
AUM
$85.7M
AUM Growth
-$134M
(-61%)
Cap. Flow
-$137M
Cap. Flow
% of AUM
-159.4%
Top 10 Holdings %
Top 10 Hldgs %
49.03%
Holding
218
New
1
Increased
2
Reduced
73
Closed
135
Top Buys
| 1 |
XYZ
Block, Inc.
XYZ
|
$1.16M |
| 2 |
Alibaba
BABA
|
$214K |
| 3 |
Palo Alto Networks
PANW
|
$15.1K |
Top Sells
Sector Composition
| 1 | Technology | 12.27% |
| 2 | Consumer Staples | 11.67% |
| 3 | Communication Services | 10.98% |
| 4 | Healthcare | 6.89% |
| 5 | Energy | 5.2% |