CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $494M
1-Year Est. Return 118.41%
This Quarter Est. Return
1 Year Est. Return
+118.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.59M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.38%
2 Technology 13.15%
3 Consumer Discretionary 10.06%
4 Materials 9.18%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$805K 1.22%
+7,524
27
$784K 1.19%
+3,350
28
$776K 1.18%
+18,138
29
$769K 1.17%
+33,765
30
$743K 1.13%
+31,535
31
$619K 0.94%
+11,810
32
$619K 0.94%
+4,375
33
$614K 0.93%
+5,245
34
$611K 0.93%
+2,340
35
$590K 0.9%
+3,875
36
$586K 0.89%
+3,690
37
$586K 0.89%
+970
38
$582K 0.88%
+1,250
39
$561K 0.85%
+6,400
40
$554K 0.84%
+7,365
41
$553K 0.84%
+9,165
42
$544K 0.83%
+3,000
43
$527K 0.8%
+3,555
44
$518K 0.79%
+2,628
45
$500K 0.76%
+14,485
46
$476K 0.72%
+3,695
47
$475K 0.72%
+4,325
48
$471K 0.72%
+2,215
49
$467K 0.71%
+876
50
$465K 0.71%
+4,245
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