CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $464M
1-Year Est. Return 47.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.25M
3
+$3.06M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.9M
5
BND icon
Vanguard Total Bond Market
BND
+$1.12M

Top Sells

1
+$2.72M
2
+$1.6M
3
+$1.09M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$997K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$503K

Sector Composition

1 Technology 45.62%
2 Energy 0.95%
3 Communication Services 0.84%
4 Financials 0.73%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 0.52%
13,786
+4,516
27
$2.51M 0.51%
35,168
+15,229
28
$2.33M 0.47%
34,369
-110
29
$2.26M 0.46%
3
30
$2.23M 0.45%
30,793
-689
31
$2.16M 0.44%
8,500
32
$2.11M 0.43%
26,418
+12,420
33
$2.09M 0.42%
20,971
-10,308
34
$1.99M 0.4%
72,690
-40,146
35
$1.79M 0.36%
26,515
-90
36
$1.75M 0.35%
48,133
+4
37
$1.52M 0.31%
48,578
+13
38
$1.47M 0.3%
10,407
39
$1.43M 0.29%
59,000
40
$1.42M 0.29%
24,837
-800
41
$1.36M 0.28%
5,357
-2,075
42
$1.16M 0.23%
36,758
-2,671
43
$965K 0.2%
4,621
+2,313
44
$905K 0.18%
13,645
+67
45
$852K 0.17%
35,000
46
$838K 0.17%
1,618
47
$815K 0.16%
16,272
48
$798K 0.16%
218,727
-1,557
49
$756K 0.15%
30,000
50
$678K 0.14%
1,013
-65
1
2
3 4