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
$321M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.44M
3
+$2.6M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.19M
5
VUG icon
Vanguard Growth ETF
VUG
+$958K

Top Sells

1
+$2.48M
2
+$772K
3
+$718K
4
META icon
Meta Platforms (Facebook)
META
+$708K
5
MSFT icon
Microsoft
MSFT
+$702K

Sector Composition

1 Technology 36.64%
2 Consumer Discretionary 2.03%
3 Energy 1.8%
4 Communication Services 1.07%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.75%
93,838
+34,325
27
$2.29M 0.71%
39,386
-15
28
$2.1M 0.65%
31,479
+2
29
$2.03M 0.63%
69,413
+7,800
30
$1.84M 0.57%
7,333
-3,084
31
$1.82M 0.57%
30,906
+5,244
32
$1.74M 0.54%
70,022
+5,400
33
$1.57M 0.49%
9,270
+26
34
$1.56M 0.48%
21,645
+1,706
35
$1.42M 0.44%
59,000
+28,000
36
$1.41M 0.44%
27,246
-3
37
$1.38M 0.43%
10,782
38
$1.36M 0.42%
24,365
-5,233
39
$1.34M 0.42%
28,976
+1,952
40
$999K 0.31%
39,390
+23
41
$958K 0.3%
+2,333
42
$953K 0.3%
226,447
43
$938K 0.29%
3,550
-250
44
$864K 0.27%
15,048
+242
45
$841K 0.26%
13,511
-623
46
$752K 0.23%
30,000
47
$656K 0.2%
13,226
+606
48
$650K 0.2%
1,543
-1,665
49
$643K 0.2%
20,878
+925
50
$556K 0.17%
7,914
1
2
3 4