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
$85.7M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$214K
3
+$15.1K

Top Sells

1
+$12M
2
+$5.94M
3
+$4.9M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.74M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.66M

Sector Composition

1 Technology 12.27%
2 Consumer Staples 11.67%
3 Communication Services 10.98%
4 Healthcare 6.89%
5 Energy 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 13.96%
129,014
-52,889
2
$6.25M 7.29%
41,369
-22,021
3
$3.83M 4.47%
32,577
-711
4
$3.66M 4.28%
26,011
-15,123
5
$3.35M 3.91%
63,650
-112,874
6
$2.8M 3.27%
107,747
+44,750
7
$2.74M 3.19%
36,741
-972
8
$2.62M 3.06%
53,290
-76,072
9
$2.52M 2.94%
30,253
-37,229
10
$2.27M 2.66%
75,666
-74,390
11
$1.98M 2.32%
8,201
-6,358
12
$1.7M 1.98%
53,234
-17,133
13
$1.69M 1.98%
47,056
-83,008
14
$1.69M 1.98%
12,792
-18,030
15
$1.4M 1.64%
8,047
-6,728
16
$1.36M 1.58%
10,893
-486
17
$1.29M 1.51%
5,317
-2,391
18
$1.23M 1.44%
22,149
-12,502
19
$1.22M 1.43%
17,750
-37,341
20
$1.21M 1.41%
24,054
-14,109
21
$1.19M 1.39%
11,441
-11,535
22
$1.05M 1.22%
20,934
-11,478
23
$967K 1.13%
19,758
-74,686
24
$960K 1.12%
9,037
-4,213
25
$951K 1.11%
6,499
-12,789
1
2 3 4 5