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
$104M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.58M
3
+$3.58M
4
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$3.5M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$3.04M

Top Sells

1
+$3.33M
2
+$879K
3
+$637K
4
META icon
Meta Platforms (Facebook)
META
+$616K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$546K

Sector Composition

1 Energy 42.28%
2 Consumer Staples 8.93%
3 Communication Services 7.77%
4 Healthcare 6.69%
5 Technology 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.14M 7.8%
79,769
-32,664
2
$4.54M 4.35%
25,698
-3,492
3
$4.06M 3.89%
83,817
+78,950
4
$3.9M 3.74%
147,200
+135,100
5
$3.79M 3.63%
219,625
+207,350
6
$3.5M 3.35%
+198,825
7
$3.48M 3.34%
32,982
+405
8
$3.04M 2.91%
+101,800
9
$2.9M 2.78%
17,575
-5,336
10
$2.68M 2.57%
37,568
+1,222
11
$2.59M 2.49%
+85,900
12
$2.28M 2.19%
+74,825
13
$2.25M 2.15%
+100,550
14
$2.11M 2.02%
+56,775
15
$2.02M 1.93%
58,709
+4,778
16
$1.95M 1.87%
+27,495
17
$1.93M 1.85%
13,784
+1,202
18
$1.91M 1.83%
+86,875
19
$1.83M 1.76%
29,922
+393
20
$1.79M 1.72%
+99,925
21
$1.6M 1.53%
+32,275
22
$1.58M 1.52%
8,054
23
$1.54M 1.48%
36,424
-4,632
24
$1.52M 1.45%
17,722
-235
25
$1.5M 1.43%
+49,125
1
2 3 4