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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$8.41M
3
+$6.7M
4
META icon
Meta Platforms (Facebook)
META
+$5.24M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.21%
2 Technology 8.25%
3 Healthcare 6.23%
4 Communication Services 6.08%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 10.66%
+232,002
2
$8.41M 4.92%
+159,616
3
$6.7M 3.92%
+175,617
4
$5.24M 3.07%
+61,107
5
$4.65M 2.72%
+117,414
6
$4.33M 2.54%
+68,261
7
$4.02M 2.35%
+19,409
8
$4M 2.34%
+127,600
9
$3.6M 2.11%
+89,364
10
$3.38M 1.98%
+136,274
11
$2.82M 1.65%
+13,687
12
$2.79M 1.63%
+34,792
13
$2.72M 1.59%
+54,998
14
$2.58M 1.51%
+53,806
15
$2.36M 1.38%
+41,170
16
$2.35M 1.37%
+48,383
17
$2.26M 1.32%
+21,248
18
$2.21M 1.29%
+17,679
19
$2.02M 1.18%
+20,714
20
$2M 1.17%
+30,021
21
$1.91M 1.12%
+39,142
22
$1.91M 1.12%
+41,925
23
$1.9M 1.11%
+59,220
24
$1.88M 1.1%
+42,516
25
$1.72M 1.01%
+17,845
1
2 3 4 5