CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
This Quarter Return
+26.48%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$93.9M
AUM Growth
+$93.9M
(+32%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
6.07%
Top 10 Holdings %
Top 10 Hldgs %
70.87%
Holding
45
New
6
Increased
16
Reduced
9
Closed
3
Top Buys
| 1 |
Palantir
PLTR
|
$4.17M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
$1.7M |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
$993K |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
$856K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
$781K |
Top Sells
| 1 |
BRDS
Bird Global, Inc.
BRDS
|
$4.89M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$530K |
| 3 |
Vanguard Value ETF
VTV
|
$274K |
| 4 |
Blend Labs
BLND
|
$210K |
| 5 |
Recursion Pharmaceuticals
RXRX
|
$94.8K |
Sector Composition
| 1 | Technology | 29.88% |
| 2 | Consumer Discretionary | 4.18% |
| 3 | Financials | 3.78% |
| 4 | Communication Services | 1.16% |
| 5 | Consumer Staples | 0.81% |
