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
$108M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$2.37M
3
+$1.02M
4
UPST icon
Upstart Holdings
UPST
+$249K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$123K

Top Sells

1
+$5.16M
2
+$4.86M
3
+$3.79M
4
AFRM icon
Affirm
AFRM
+$3.27M
5
MTDR icon
Matador Resources
MTDR
+$744K

Sector Composition

1 Technology 58.04%
2 Consumer Discretionary 9.19%
3 Healthcare 7.71%
4 Financials 5.22%
5 Energy 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$327K 0.3%
3,272
27
$326K 0.3%
4,515
28
$240K 0.22%
1,440
29
$122K 0.11%
14,177
30
– –
-200
31
– –
-186
32
– –
-5
33
– –
-150
34
– –
-274
35
– –
-333
36
– –
-1,000
37
– –
-19
38
– –
-457
39
– –
-1,300
40
– –
-250
41
– –
-2,500
42
– –
-4,158
43
– –
-250
44
– –
-200
45
– –
-4,535
46
– –
-258
47
– –
-300
48
– –
-2,099
49
– –
-220
50
– –
-126
1
2
3 4 5