Cypress Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
XYZ
Block Inc
XYZ
|
+$925K |
| 2 |
Alibaba
BABA
|
+$187K |
| 3 |
Palo Alto Networks
PANW
|
+$13.7K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$49.9M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$12M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$5.94M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$4.85M |
| 5 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$3.74M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.27% |
| 2 | Consumer Staples | 11.67% |
| 3 | Communication Services | 10.98% |
| 4 | Healthcare | 6.89% |
| 5 | Energy | 5.2% |
Similar funds
Cypress Wealth Advisors's Q2 2017 Portfolio in Review
As of Q2 2017, Cypress Wealth Advisors held 218 positions worth $85.7M, down 61% from $219M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Cypress Wealth Advisors withdrew a net $186M in Q2 2017, closing 135 positions and reducing 73 holdings. Its most notable exit was iShares MSCI Emerging Markets ETF, an estimated $12M position sold in full.
By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 9.9% a quarter earlier, followed by Consumer Staples and Communication Services.
Against the trend, Cypress Wealth Advisors opened a new position in Alibaba worth $214K.
- Cypress Wealth Advisors's largest Q2 2017 buy was Alibaba: 1,517 shares worth $214K.
- Cypress Wealth Advisors added most to Block Inc in Q2 2017, an estimated $925K increase.
- Cypress Wealth Advisors's biggest Q2 2017 reduction was Berkshire Hathaway Class A, cutting an estimated $49.9M.
- Cypress Wealth Advisors fully exited iShares MSCI Emerging Markets ETF in Q2 2017, selling an estimated $12M.
- Cypress Wealth Advisors's ten largest holdings make up 49% of its $85.7M portfolio in Q2 2017.
- Cypress Wealth Advisors opened 1 new position and closed 135 in Q2 2017.
- Cypress Wealth Advisors's portfolio value fell 61% quarter-over-quarter to $85.7M.
Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.