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
$255M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.65M
3
+$1.58M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.15M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.07M

Top Sells

1
+$873K
2
+$597K
3
+$573K
4
PLTR icon
Palantir
PLTR
+$306K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$153K

Sector Composition

1 Technology 25.06%
2 Energy 2.71%
3 Consumer Discretionary 2.15%
4 Communication Services 1.76%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.95%
10,417
+126
27
$2.35M 0.92%
43,416
+4,164
28
$2.07M 0.81%
31,477
+1
29
$1.96M 0.77%
61,613
+26,580
30
$1.75M 0.69%
64,622
+8,400
31
$1.72M 0.67%
59,513
+7,443
32
$1.66M 0.65%
25,662
+52
33
$1.65M 0.65%
29,598
+1,242
34
$1.61M 0.63%
9,244
+51
35
$1.53M 0.6%
27,249
36
$1.5M 0.59%
19,939
+145
37
$1.41M 0.55%
27,024
+65
38
$1.38M 0.54%
10,782
-1,190
39
$1.38M 0.54%
3,208
+25
40
$1.08M 0.42%
39,367
+36
41
$1.02M 0.4%
14,134
+403
42
$1M 0.39%
3,800
-11
43
$933K 0.37%
14,806
+58
44
$849K 0.33%
226,447
+29,848
45
$753K 0.3%
+31,000
46
$753K 0.3%
30,000
+10,000
47
$732K 0.29%
3,928
+7
48
$718K 0.28%
5,914
-65
49
$653K 0.26%
+6,701
50
$630K 0.25%
12,620
-948
1
2
3 4