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
$92.4M
AUM Growth
+$105K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$481K
3
+$240K
4
VZ icon
Verizon
VZ
+$216K
5
IDA icon
Idacorp
IDA
+$205K

Top Sells

1
+$994K
2
+$946K
3
+$849K
4
WES icon
Western Midstream Partners
WES
+$332K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$272K

Sector Composition

1 Energy 43.38%
2 Communication Services 8.58%
3 Consumer Staples 7.56%
4 Technology 6.75%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.36M 6.88%
62,567
-9,784
2
$4.88M 5.28%
25,087
+422
3
$3.55M 3.84%
205,775
-13,175
4
$3.49M 3.78%
70,492
-325
5
$3.48M 3.77%
125,825
-8,075
6
$3.05M 3.3%
16,790
+147
7
$2.61M 2.82%
96,150
+21,325
8
$2.6M 2.81%
32,161
-998
9
$2.55M 2.76%
116,250
-7,550
10
$2.42M 2.62%
147,200
-51,625
11
$2.14M 2.31%
84,175
-1,725
12
$2.07M 2.24%
36,406
-458
13
$2.06M 2.23%
92,850
-4,250
14
$1.85M 2%
53,802
-4,624
15
$1.84M 2%
52,475
+13,700
16
$1.81M 1.96%
75,575
-300
17
$1.76M 1.91%
92,700
-9,675
18
$1.75M 1.9%
49,000
-9,275
19
$1.7M 1.84%
24,570
-3,675
20
$1.63M 1.77%
29,529
-393
21
$1.55M 1.68%
33,476
-2,920
22
$1.52M 1.65%
29,825
+1,325
23
$1.49M 1.61%
12,284
-1,370
24
$1.46M 1.58%
14,753
-2,444
25
$1.35M 1.46%
45,725
-75
1
2 3 4