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
$96.1M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$8.74M
3
+$1.37M
4
AFRM icon
Affirm
AFRM
+$808K
5
CRM icon
Salesforce
CRM
+$327K

Top Sells

1
+$2.4M
2
+$1.57M
3
+$1.36M
4
ENB icon
Enbridge
ENB
+$1.17M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.16M

Sector Composition

1 Technology 72.6%
2 Financials 4.33%
3 Consumer Discretionary 4.05%
4 Energy 2.14%
5 Communication Services 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$162K 0.17%
9,369
27
$146K 0.15%
600
28
$123K 0.13%
+10,177
29
$115K 0.12%
3,625
30
$110K 0.11%
5,464
31
$109K 0.11%
300
-1
32
$93K 0.1%
+4,158
33
$89K 0.09%
1,079
+1,027
34
$83K 0.09%
400
+31
35
$76K 0.08%
1,433
36
$75K 0.08%
350
37
$69K 0.07%
+3,881
38
$65K 0.07%
419
39
$58K 0.06%
717
40
$54K 0.06%
400
41
$51K 0.05%
226
42
$49K 0.05%
752
43
$47K 0.05%
840
+150
44
$47K 0.05%
+744
45
$39K 0.04%
764
46
$37K 0.04%
335
-7,189
47
$36K 0.04%
150
48
$36K 0.04%
258
49
$33K 0.03%
601
50
$29K 0.03%
457
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