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
$141M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$8.09M
3
+$7.57M
4
PLTR icon
Palantir
PLTR
+$3.06M
5
LOGC
ContextLogic
LOGC
+$2.41M

Top Sells

1
+$988K
2
+$720K
3
+$407K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$205K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$146K

Sector Composition

1 Technology 63.26%
2 Consumer Discretionary 10.76%
3 Healthcare 7.1%
4 Financials 4%
5 Energy 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$303K 0.22%
1,828
+600
27
$283K 0.2%
4,535
-1,800
28
$248K 0.18%
1,440
29
$214K 0.15%
+1,377
30
$209K 0.15%
11,169
+1,800
31
$201K 0.14%
4,261
32
$176K 0.13%
+720
33
$149K 0.11%
+575
34
$144K 0.1%
+700
35
$138K 0.1%
+2,325
36
$126K 0.09%
+5,050
37
$125K 0.09%
1,290
+961
38
$121K 0.09%
5,464
39
$119K 0.08%
3,625
40
$104K 0.07%
1,217
+500
41
$104K 0.07%
466
+66
42
$95K 0.07%
4,158
43
$89K 0.06%
1,082
+3
44
$89K 0.06%
1,530
+690
45
$87K 0.06%
1,433
46
$83K 0.06%
+192
47
$81K 0.06%
12,177
+2,000
48
$80K 0.06%
203
-97
49
$79K 0.06%
350
50
$78K 0.06%
+340
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