Cypress Point Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$3.09M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.61M |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
+$951K |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
+$871K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$782K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$524K |
| 2 |
Vanguard Morningstar Value ETF
VTV
|
+$267K |
| 3 |
BRDS
Bird Global, Inc.
BRDS
|
+$216K |
| 4 |
Blend Labs
BLND
|
+$196K |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$94.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.39% |
| 2 | Financials | 5.27% |
| 3 | Consumer Discretionary | 4.18% |
| 4 | Communication Services | 1.16% |
| 5 | Consumer Staples | 0.81% |
Similar funds
Cypress Point Wealth Management's Q2 2023 Portfolio in Review
As of Q2 2023, Cypress Point Wealth Management held 45 positions worth $93.9M, up 32% from $70.9M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Cypress Point Wealth Management deployed $9.1M of net new capital in Q2 2023, opening 6 new positions and adding to 16 existing holdings. Its largest new stake was Avantis International Small Cap Value ETF: 14,867 shares worth $856K.
By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 19% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard High Dividend Yield ETF, an estimated $524K trimmed.
- Cypress Point Wealth Management's largest Q2 2023 buy was Avantis International Small Cap Value ETF: 14,867 shares worth $856K.
- Cypress Point Wealth Management added most to Palantir in Q2 2023, an estimated $3.09M increase.
- Cypress Point Wealth Management's biggest Q2 2023 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $524K.
- Cypress Point Wealth Management fully exited Recursion Pharmaceuticals in Q2 2023, selling an estimated $94.8K.
- Cypress Point Wealth Management's ten largest holdings make up 71% of its $93.9M portfolio in Q2 2023.
- Cypress Point Wealth Management opened 6 new positions and closed 3 in Q2 2023.
- Cypress Point Wealth Management's portfolio value rose 32% quarter-over-quarter to $93.9M.
Based on Cypress Point Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.