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
$222M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.18M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$826K
5
XYZ
Block Inc
XYZ
+$735K

Top Sells

1
+$806K
2
+$496K
3
+$480K
4
EPD icon
Enterprise Products Partners
EPD
+$444K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$405K

Sector Composition

1 Energy 11.99%
2 Technology 8.65%
3 Healthcare 7.59%
4 Communication Services 7.53%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 6.75%
178,372
-9,604
2
$12.3M 5.56%
233,300
+4,076
3
$12.1M 5.47%
241,856
+62,658
4
$11.4M 5.15%
304,987
5
$8.91M 4.02%
69,438
+1,145
6
$7.74M 3.49%
348,001
7
$5.49M 2.48%
63,311
+13,625
8
$4.16M 1.87%
91,523
+4,494
9
$3.92M 1.77%
148,338
-4,616
10
$3.73M 1.68%
131,844
+9,100
11
$3.69M 1.66%
31,220
+4,892
12
$3.23M 1.46%
33,204
+190
13
$3.14M 1.42%
54,584
+3,511
14
$2.93M 1.32%
13,455
+460
15
$2.77M 1.25%
12,829
-318
16
$2.65M 1.19%
22,011
+317
17
$2.43M 1.1%
61,560
+5,920
18
$2.29M 1.03%
71,420
+19,070
19
$2.29M 1.03%
36,283
+173
20
$2.27M 1.02%
22,061
+294
21
$2.24M 1.01%
49,341
-2,100
22
$2.23M 1.01%
72,585
+35,437
23
$2.17M 0.98%
14,699
+4,336
24
$2.16M 0.97%
17,368
+1,646
25
$2M 0.9%
40,800
+8,550
1
2 3 4 5