CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $458M
1-Year Est. Return 60.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.8M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$558K
3
+$513K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$354K
5
TOST icon
Toast
TOST
+$266K

Top Sells

1
+$1.79M
2
+$977K
3
+$348K
4
PLTR icon
Palantir
PLTR
+$111K
5
ABNB icon
Airbnb
ABNB
+$77.6K

Sector Composition

1 Technology 42.72%
2 Consumer Discretionary 11.18%
3 Financials 8.39%
4 Consumer Staples 1.26%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-6,292
27
– –
-27,700
1
2