CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $458M
1-Year Est. Return 60.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$4.39M
3
+$1.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

1
+$5.69M
2
+$1.7M
3
+$1.57M
4
XOM icon
Exxon Mobil
XOM
+$871K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$499K

Sector Composition

1 Technology 41.82%
2 Communication Services 1.39%
3 Energy 1.09%
4 Financials 0.82%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.54%
34,479
+16
27
$2.19M 0.53%
3
28
$2.18M 0.53%
42,241
-6,650
29
$2.15M 0.52%
31,482
+1
30
$2.01M 0.49%
+8,500
31
$1.74M 0.42%
23,636
+1,101
32
$1.66M 0.41%
48,129
-2,162
33
$1.66M 0.4%
26,605
-63
34
$1.64M 0.4%
9,270
35
$1.52M 0.37%
7,432
+139
36
$1.43M 0.35%
59,000
37
$1.43M 0.35%
48,565
+2,093
38
$1.39M 0.34%
10,407
39
$1.37M 0.33%
25,637
-2,033
40
$1.34M 0.33%
19,939
+4,842
41
$1.14M 0.28%
39,429
+31
42
$1.02M 0.25%
2,333
43
$961K 0.23%
13,578
+67
44
$849K 0.21%
35,000
+20,000
45
$805K 0.2%
1,618
+75
46
$798K 0.19%
+16,272
47
$770K 0.19%
2,750
48
$755K 0.18%
30,000
49
$727K 0.18%
220,284
-6,163
50
$669K 0.16%
1,078
+384
1
2
3 4