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
$218M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.98M
3
+$1.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$935K

Top Sells

1
+$498K
2
+$398K
3
+$356K
4
BA icon
Boeing
BA
+$290K
5
SAN icon
Banco Santander
SAN
+$246K

Sector Composition

1 Energy 9.45%
2 Technology 7.91%
3 Communication Services 7.02%
4 Healthcare 6.76%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 7.18%
297,420
+37,474
2
$15.2M 6.95%
186,994
+969
3
$10.9M 4.98%
317,437
-3,100
4
$10.2M 4.68%
348,001
5
$9.89M 4.53%
200,339
+53,195
6
$8.04M 3.68%
70,454
+8,193
7
$5.58M 2.56%
27,020
+155
8
$5.4M 2.47%
64,459
+15,514
9
$5.1M 2.33%
116,104
+25,386
10
$4.01M 1.83%
70,140
+4,101
11
$3.5M 1.6%
128,628
+1,360
12
$3.39M 1.55%
133,988
+9,370
13
$3.21M 1.47%
32,705
-2,265
14
$2.96M 1.35%
27,338
+4,651
15
$2.85M 1.3%
51,620
+6,642
16
$2.73M 1.25%
13,260
-427
17
$2.6M 1.19%
23,490
+130
18
$2.33M 1.07%
21,320
+72
19
$2.26M 1.03%
36,061
-3,456
20
$2.24M 1.02%
53,757
-5,779
21
$2.22M 1.02%
51,441
+123
22
$2.19M 1%
58,240
+60
23
$2.13M 0.97%
33,324
+8
24
$2.07M 0.95%
21,715
+4
25
$1.98M 0.91%
23,681
+2,587
1
2 3 4 5