CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
This Quarter Return
+11.51%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$70.9M
AUM Growth
+$70.9M
(+11%)
Cap. Flow
+$1.84M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
70.47%
Holding
40
New
3
Increased
16
Reduced
7
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$3.83M |
| 2 |
Airbnb
ABNB
|
$1.69M |
| 3 |
Unity
U
|
$1.03M |
| 4 |
Blend Labs
BLND
|
$210K |
| 5 |
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% |
