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
$57M
AUM Growth
-$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$682K
3
+$529K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$192K
5
TSLA icon
Tesla
TSLA
+$162K

Top Sells

1
+$2.88M
2
+$2.77M
3
+$1.57M
4
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$1.11M
5
PLTR icon
Palantir
PLTR
+$897K

Sector Composition

1 Technology 47.22%
2 Consumer Discretionary 9.72%
3 Financials 4.73%
4 Healthcare 1.84%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-7,612
27
– –
-118,573
28
– –
-1,543
29
– –
-3,272
30
– –
-52,301
31
– –
-12,258
32
– –
-3,942
33
– –
-134,638
34
– –
-4,515
35
– –
-4,535
1
2