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
$53.8M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$959K
2 +$511K
3 +$506K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$324K
5
TOST icon
Toast
TOST
+$257K

Top Sells

1 +$1.79M
2 +$977K
3 +$330K
4
PLTR icon
Palantir
PLTR
+$101K
5
ABNB icon
Airbnb
ABNB
+$73.5K

Sector Composition

1 Technology 45.9%
2 Consumer Discretionary 11.18%
3 Financials 5.2%
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