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
$98.4M
AUM Growth
-$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.04M
3
+$2.88M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.48M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.16M

Top Sells

1
+$149K
2
+$99.3K
3
+$83.7K
4
META icon
Meta Platforms (Facebook)
META
+$30K
5
AAPL icon
Apple
AAPL
+$524

Sector Composition

1 Technology 52.29%
2 Consumer Discretionary 10.11%
3 Healthcare 7.17%
4 Financials 4.65%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$328K 0.33%
1,543
27
$321K 0.33%
4,515
28
$304K 0.31%
7,612
29
$303K 0.31%
1,860
+420
30
$275K 0.28%
+4,535
31
$218K 0.22%
12,258
-8,400
32
$217K 0.22%
3,272
33
$96K 0.1%
27,000
+12,823
1
2