CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
This Quarter Return
-0.96%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$63.8M
AUM Growth
+$63.8M
(+19%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
27.43%
Top 10 Holdings %
Top 10 Hldgs %
66.21%
Holding
39
New
14
Increased
9
Reduced
4
Closed
2
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$6.99M |
| 2 |
Vanguard Value ETF
VTV
|
$4.44M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$2.92M |
| 4 |
Avantis US Equity ETF
AVUS
|
$2.07M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$2.06M |
Top Sells
| 1 |
Palantir
PLTR
|
$6.44M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.19M |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$247K |
| 4 |
Schwab US REIT ETF
SCHH
|
$213K |
| 5 |
LHDX
Lucira Health, Inc. Common Stock
LHDX
|
$41K |
Sector Composition
| 1 | Technology | 20.29% |
| 2 | Consumer Discretionary | 5.56% |
| 3 | Financials | 3.7% |
| 4 | Consumer Staples | 1.23% |
| 5 | Communication Services | 0.71% |
