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
$114M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.81M
3
+$2.55M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.23M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.94M

Top Sells

1
+$1.12M
2
+$935K
3
+$447K
4
BLND icon
Blend Labs
BLND
+$375K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$360K

Sector Composition

1 Technology 25.96%
2 Consumer Discretionary 4.02%
3 Financials 1.81%
4 Communication Services 1.74%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.07%
5,859
+14
27
$1.01M 0.89%
47,382
-43,936
28
$934K 0.82%
6,774
+4,774
29
$877K 0.77%
19,817
+14,607
30
$815K 0.72%
+2,581
31
$802K 0.7%
369,639
-3,774
32
$783K 0.69%
107,000
33
$726K 0.64%
+5,714
34
$713K 0.63%
12,743
+85
35
$675K 0.59%
21,500
36
$646K 0.57%
12,235
+5,407
37
$635K 0.56%
+2,333
38
$593K 0.52%
11,115
-175
39
$435K 0.38%
+3,326
40
$418K 0.37%
+5,990
41
$404K 0.36%
18,035
-2,075
42
$402K 0.35%
19,000
-950
43
$355K 0.31%
7,515
-1,791
44
$337K 0.3%
12,918
+2
45
$293K 0.26%
+4,559
46
$242K 0.21%
5,567
+790
47
$234K 0.21%
+1,778
48
$232K 0.2%
+1,969
49
$214K 0.19%
156,266
-273,805
50
$206K 0.18%
6,292
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