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
$95.1M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$708K
3
+$668K
4
AMLP icon
Alerian MLP ETF
AMLP
+$437K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$292K

Top Sells

1
+$793K
2
+$756K
3
+$499K
4
ETP
Energy Transfer Partners, L.P.
ETP
+$307K
5
EPD icon
Enterprise Products Partners
EPD
+$295K

Sector Composition

1 Energy 41.26%
2 Technology 7.87%
3 Communication Services 7.72%
4 Consumer Staples 7.64%
5 Healthcare 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.92M 7.27%
62,492
-75
2
$4.13M 4.34%
25,087
3
$3.41M 3.59%
16,837
+47
4
$3.34M 3.51%
191,800
-13,975
5
$3.32M 3.49%
115,550
-10,275
6
$3.18M 3.34%
56,417
-14,075
7
$2.83M 2.98%
104,075
+7,925
8
$2.66M 2.8%
32,644
+483
9
$2.58M 2.71%
72,300
+19,825
10
$2.52M 2.65%
106,100
-10,150
11
$2.28M 2.4%
138,500
-8,700
12
$2.24M 2.36%
53,677
-125
13
$2.2M 2.31%
36,406
14
$2.07M 2.18%
59,650
+28,700
15
$2M 2.11%
81,700
+6,125
16
$1.89M 1.98%
33,440
-36
17
$1.83M 1.92%
29,409
-120
18
$1.76M 1.85%
78,900
-13,800
19
$1.7M 1.78%
12,267
-17
20
$1.69M 1.78%
24,990
+420
21
$1.69M 1.77%
14,753
22
$1.58M 1.66%
71,500
-12,675
23
$1.55M 1.63%
30,300
+475
24
$1.5M 1.58%
28,059
+8,180
25
$1.49M 1.57%
49,850
+850
1
2 3 4