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
$140M
AUM Growth
-$492K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.51M
3
+$1.06M
4
UPST icon
Upstart Holdings
UPST
+$727K
5
MTDR icon
Matador Resources
MTDR
+$529K

Top Sells

1
+$1.93M
2
+$758K
3
+$654K
4
GLD icon
SPDR Gold Trust
GLD
+$303K
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$209K

Sector Composition

1 Technology 64.08%
2 Consumer Discretionary 11.34%
3 Healthcare 4.09%
4 Financials 4%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$237K 0.17%
1,440
27
$228K 0.16%
4,535
28
$225K 0.16%
1,377
29
$196K 0.14%
1,923
-1,263
30
$185K 0.13%
4,261
31
$156K 0.11%
552
-2,315
32
$153K 0.11%
720
33
$152K 0.11%
575
34
$150K 0.11%
1,290
35
$146K 0.1%
700
36
$142K 0.1%
2,325
37
$122K 0.09%
5,050
38
$110K 0.08%
3,625
39
$108K 0.08%
488
+22
40
$108K 0.08%
14,177
+2,000
41
$101K 0.07%
4,158
42
$97K 0.07%
1,433
43
$92K 0.07%
5,464
44
$89K 0.06%
1,085
+3
45
$85K 0.06%
1,510
-20
46
$83K 0.06%
+2,099
47
$83K 0.06%
192
48
$80K 0.06%
7,500
49
$80K 0.06%
203
50
$79K 0.06%
340
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