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
$211M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.96M
3
+$1.8M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$954K
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$904K

Top Sells

1
+$392K
2
+$278K
3
+$208K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$150K
5
NVDA icon
NVIDIA
NVDA
+$108K

Sector Composition

1 Technology 21.15%
2 Energy 3.21%
3 Consumer Discretionary 1.82%
4 Communication Services 1.57%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.94%
31,476
-315
27
$1.96M 0.93%
39,252
+938
28
$1.95M 0.92%
3,873
-24
29
$1.54M 0.73%
25,610
+92
30
$1.47M 0.7%
9,193
31
$1.47M 0.7%
28,356
-7,563
32
$1.43M 0.68%
56,222
+5,152
33
$1.43M 0.68%
27,249
34
$1.43M 0.68%
19,794
-330
35
$1.42M 0.67%
3,183
-35
36
$1.42M 0.67%
11,972
37
$1.31M 0.62%
26,959
+93
38
$1.3M 0.62%
52,070
+2,187
39
$1.04M 0.49%
35,033
+10,780
40
$1.02M 0.48%
39,331
+26
41
$923K 0.44%
3,811
-10
42
$874K 0.41%
13,731
+223
43
$873K 0.41%
2,333
44
$865K 0.41%
14,748
+114
45
$758K 0.36%
3,921
-2
46
$739K 0.35%
5,979
-871
47
$672K 0.32%
13,568
-3,026
48
$643K 0.3%
3,531
+78
49
$597K 0.28%
107,000
50
$575K 0.27%
7,914
1
2
3