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
$61.9M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$470K
2
+$353K
3
+$212K
4
PG icon
Procter & Gamble
PG
+$203K
5
PFE icon
Pfizer
PFE
+$23.6K

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.08M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.57M

Sector Composition

1 Consumer Staples 14.34%
2 Communication Services 13.07%
3 Healthcare 10.73%
4 Technology 10.26%
5 Energy 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 17.22%
112,433
-16,581
2
$4.99M 8.06%
29,190
-12,179
3
$3.62M 5.84%
32,577
4
$3.48M 5.63%
22,911
-3,100
5
$2.31M 3.73%
36,346
-395
6
$2.05M 3.32%
24,715
-5,538
7
$1.88M 3.04%
29,529
+7,380
8
$1.83M 2.95%
53,931
+697
9
$1.64M 2.64%
12,582
-210
10
$1.58M 2.56%
41,056
-6,000
11
$1.52M 2.46%
48,680
-26,986
12
$1.41M 2.28%
8,054
+7
13
$1.34M 2.16%
17,957
+207
14
$1.29M 2.08%
10,958
-483
15
$1.14M 1.85%
21,696
-41,954
16
$1.05M 1.7%
4,246
17
$1.02M 1.65%
20,753
-32,537
18
$933K 1.51%
17,267
-3,667
19
$894K 1.44%
10,903
+180
20
$883K 1.43%
3,514
-4,687
21
$818K 1.32%
7,055
-102
22
$803K 1.3%
13,146
-155
23
$775K 1.25%
16,000
-1,940
24
$709K 1.15%
18,625
-3,671
25
$674K 1.09%
5,815
-569
1
2 3 4