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
$219M
AUM Growth
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$597K
3
+$306K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$267K
5
MDT icon
Medtronic
MDT
+$244K

Top Sells

1
+$7.61M
2
+$3.98M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
WMB icon
Williams Companies
WMB
+$678K

Sector Composition

1 Energy 12.42%
2 Technology 10%
3 Healthcare 7.93%
4 Communication Services 7.81%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 7.47%
181,903
-1,651
2
$12M 5.5%
305,832
+845
3
$9.29M 4.24%
176,524
-27,544
4
$9.01M 4.11%
63,390
-1,685
5
$6.32M 2.88%
129,362
-11,006
6
$5.58M 2.55%
41,134
+8,877
7
$5.57M 2.54%
67,482
-228
8
$4.67M 2.13%
130,064
+956
9
$4.51M 2.06%
94,444
+2,261
10
$4.38M 2%
150,056
-18,176
11
$3.84M 1.75%
30,822
+697
12
$3.76M 1.71%
33,288
+724
13
$3.63M 1.66%
55,091
-168
14
$3.43M 1.57%
14,559
+274
15
$2.69M 1.23%
37,713
+193
16
$2.68M 1.22%
19,288
+1,920
17
$2.64M 1.21%
63,060
+620
18
$2.47M 1.13%
22,976
+307
19
$2.36M 1.08%
14,775
+26
20
$2.32M 1.06%
38,750
-1,750
21
$2.28M 1.04%
70,367
+4,917
22
$2.22M 1.01%
46,397
23
$2.03M 0.92%
18,117
+534
24
$1.98M 0.91%
71,860
+21,625
25
$1.97M 0.9%
100,075
-4,425
1
2 3 4 5