CWA
Cypress Wealth Advisors Portfolio holdings
AUM
$87.4M
This Quarter Return
-0.8%
1 Year Return
+8.56%
3 Year Return
+29.07%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
–
Cap. Flow
+$171M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.61%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$18.2M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$8.41M |
| 3 |
GAP
The Gap, Inc.
GAP
|
$6.7M |
| 4 |
Meta Platforms (Facebook)
META
|
$5.24M |
| 5 |
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% |
