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
$197M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.28M
3
+$1.09M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$905K
5
AMLP icon
Alerian MLP ETF
AMLP
+$581K

Top Sells

1
+$3.88M
2
+$3.31M
3
+$733K
4
META icon
Meta Platforms (Facebook)
META
+$730K
5
EOG icon
EOG Resources
EOG
+$547K

Sector Composition

1 Energy 9.58%
2 Technology 8.06%
3 Healthcare 6.86%
4 Communication Services 6.63%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 7.33%
186,025
-42,505
2
$13.6M 6.89%
259,946
+20,894
3
$10.3M 5.23%
320,537
+302,087
4
$8.6M 4.35%
348,001
-1,420
5
$7.15M 3.62%
147,144
+8,089
6
$6.52M 3.3%
62,261
-6,979
7
$5.5M 2.79%
26,865
+268
8
$3.9M 1.98%
48,945
+41,167
9
$3.88M 1.96%
66,039
-2,297
10
$3.79M 1.92%
90,718
+2,436
11
$3.35M 1.7%
127,268
-3,692
12
$3.08M 1.56%
124,618
-9,372
13
$3.07M 1.56%
34,970
+88
14
$2.79M 1.41%
13,687
15
$2.63M 1.33%
23,360
+108
16
$2.5M 1.26%
44,978
+430
17
$2.35M 1.19%
59,536
-98,455
18
$2.33M 1.18%
22,687
+154
19
$2.3M 1.17%
21,248
20
$2.3M 1.17%
39,517
+112
21
$2.29M 1.16%
33,316
+2,604
22
$2.23M 1.13%
58,180
+680
23
$2.23M 1.13%
51,318
-123
24
$1.95M 0.99%
21,711
+120
25
$1.86M 0.94%
44,838
+2,913
1
2 3 4 5