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
$135M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$3M
3
+$2.99M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.68M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.19M

Top Sells

1
+$4.35M
2
+$3.89M
3
+$1.27M
4
AFRM icon
Affirm
AFRM
+$1.01M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$955K

Sector Composition

1 Technology 21.81%
2 Consumer Discretionary 3.32%
3 Communication Services 1.69%
4 Energy 1.22%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.04%
27,249
27
$1.37M 1.02%
5,875
+16
28
$1.36M 1.01%
7,076
-141
29
$1.35M 1%
3,808
-552
30
$1.1M 0.81%
2,917
+336
31
$1.09M 0.81%
+44,670
32
$1.01M 0.75%
6,774
33
$911K 0.68%
107,000
34
$844K 0.63%
17,070
-19,324
35
$777K 0.58%
16,891
+11,324
36
$774K 0.58%
13,135
+392
37
$768K 0.57%
10,919
+6,360
38
$742K 0.55%
+12,800
39
$725K 0.54%
2,333
40
$641K 0.48%
4,220
-1,494
41
$582K 0.43%
10,462
-653
42
$554K 0.41%
19,345
+6,427
43
$501K 0.37%
19,265
+1,230
44
$465K 0.35%
3,326
45
$427K 0.32%
5,803
-187
46
$412K 0.31%
+14,153
47
$398K 0.3%
156,266
48
$392K 0.29%
16,216
-2,784
49
$364K 0.27%
6,701
-814
50
$363K 0.27%
+6,794
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