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
$70.9M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.04M
3
+$791K
4
BRDS
Bird Global, Inc.
BRDS
+$686K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$362K

Top Sells

1
+$3.83M
2
+$1.69M
3
+$1.03M
4
BLND icon
Blend Labs
BLND
+$210K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$112K

Sector Composition

1 Technology 20.28%
2 Consumer Discretionary 5.32%
3 Financials 3.8%
4 Communication Services 1.13%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$674K 0.95%
141,534
27
$666K 0.94%
12,204
+1,353
28
$649K 0.92%
651,477
-210,755
29
$542K 0.76%
3,925
-27,700
30
$476K 0.67%
9,449
31
$457K 0.65%
19,950
32
$348K 0.49%
12,911
+3,476
33
$340K 0.48%
21,285
+1,506
34
$321K 0.45%
6,292
35
$282K 0.4%
+9,804
36
$272K 0.38%
15,346
37
$94.8K 0.13%
14,219
38
$26K 0.04%
1,942
-734
39
$12.3K 0.02%
2,073
40
– –
-19,756
1
2