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
$315M
AUM Growth
-$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$3.46M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$674K

Top Sells

1
+$23.2M
2
+$6.2M
3
+$1.82M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$617K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$597K

Sector Composition

1 Technology 33.98%
2 Energy 1.88%
3 Communication Services 1.01%
4 Financials 0.85%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.75%
48,891
+3,031
27
$2.23M 0.71%
35,891
+4,985
28
$2.05M 0.65%
31,481
+2
29
$1.92M 0.61%
34,463
-4,923
30
$1.66M 0.53%
22,535
+890
31
$1.62M 0.51%
7,293
-40
32
$1.6M 0.51%
9,270
33
$1.57M 0.5%
50,291
-19,122
34
$1.51M 0.48%
26,668
-578
35
$1.43M 0.45%
59,000
36
$1.34M 0.43%
10,407
-375
37
$1.3M 0.41%
27,670
-1,306
38
$1.22M 0.39%
46,472
-23,550
39
$1.03M 0.33%
19,941
-4,424
40
$1.02M 0.32%
39,398
+8
41
$968K 0.31%
13,511
42
$916K 0.29%
15,097
+49
43
$865K 0.27%
2,333
44
$759K 0.24%
226,447
45
$755K 0.24%
30,000
46
$711K 0.23%
2,750
-800
47
$599K 0.19%
7,914
48
$588K 0.19%
20,878
49
$579K 0.18%
1,543
50
$524K 0.17%
10,514
-2,712
1
2
3