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CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$464M
1-Year Est. Return
47.68%
This Fund
S&P 500
This Quarter
Est. Return
-5.48%
1 Year Est. Return
+47.68%
3 Year Est. Return
+280.92%
5 Year Est. Return
+178.32%
10 Year Est. Return
–
AUM
$464M
AUM Growth
+$6.11M
(+1.3%)
Cap. Flow
+$38.2M
Cap. Flow
% of AUM
8.23%
Top 10 Holdings %
Top 10 Hldgs %
69.84%
Holding
132
New
42
Increased
45
Reduced
19
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
+$4.82M |
| 2 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$4.03M |
| 3 |
Vanguard Value ETF
VTV
|
+$3.54M |
| 4 |
Avantis US Large Cap Equity ETF
AVLC
|
+$3.17M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.86M |
Top Sells
| 1 |
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
|
+$3.04M |
| 2 |
ConocoPhillips
COP
|
+$2.75M |
| 3 |
ExxonMobil
XOM
|
+$1.63M |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$1.43M |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$1.02M |
Sector Composition
| 1 | Technology | 32.95% |
| 2 | Communication Services | 1.68% |
| 3 | Energy | 1.23% |
| 4 | Financials | 1.23% |
| 5 | Consumer Discretionary | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional Global Real Estate ETF
DFGR
$3.76B
| $950K | 0.2% |
35,734
-8,938
| -20% | -$245K |
|
52
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
| $933K | 0.2% |
18,748
+5,390
| +40% | +$269K |
|
53
Netflix
NFLX
$310B
| $909K | 0.2% |
9,453
+5,593
| +145% | +$493K |
|
54
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
| $812K | 0.17% |
16,272
| – | – |
|
55
Tesla
TSLA
$1.48T
| $768K | 0.17% |
2,065
+1,260
| +157% | +$519K |
|
56
Arrowhead Research
ARWR
$10.1B
| $702K | 0.15% |
11,200
| – | – |
|
57
Alphabet (Google) Class C
GOOG
$4.52T
| $675K | 0.15% |
+2,353
| New | +$739K |
|
58
AST SpaceMobile
ASTS
$19.8B
| $663K | 0.14% |
8,000
| – | – |
|
59
United States Antimony
UAMY
$877M
| $647K | 0.14% |
74,071
| – | – |
|
60
iShares Core S&P 500 ETF
IVV
$895B
| $630K | 0.14% |
964
-49
| -5% | -$33.5K |
|
61
AT&T
T
$149B
| $616K | 0.13% |
21,243
+7,360
| +53% | +$197K |
|
62
Bank of America
BAC
$432B
| $602K | 0.13% |
12,350
+7,094
| +135% | +$366K |
|
|
VCRM
63
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.7B
| $566K | 0.12% |
7,526
+2,976
| +65% | +$226K |
|
|
DFSV
64
Dimensional US Small Cap Value ETF
DFSV
$8.04B
| $496K | 0.11% |
14,153
| – | – |
|
65
Salesforce
CRM
$137B
| $485K | 0.1% |
2,597
+1,054
| +68% | +$218K |
|
|
WCLD
66
WisdomTree Cloud Computing Fund
WCLD
$260M
| $482K | 0.1% |
17,633
| – | – |
|
67
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.17B
| $462K | 0.1% |
9,106
+1,485
| +19% | +$75.4K |
|
68
abrdn Physical Gold Shares ETF
SGOL
$6.92B
| $460K | 0.1% |
10,318
| – | – |
|
69
Loews
L
$23.2B
| $458K | 0.1% |
+4,290
| New | +$459K |
|
70
Advanced Micro Devices
AMD
$863B
| $425K | 0.09% |
+2,089
| New | +$446K |
|
71
Franco-Nevada
FNV
$39.1B
| $387K | 0.08% |
+1,568
| New | +$388K |
|
72
Visa
V
$675B
| $387K | 0.08% |
+1,281
| New | +$412K |
|
73
KLA
KLAC
$293B
| $371K | 0.08% |
+2,520
| New | +$369K |
|
74
Johnson & Johnson
JNJ
$595B
| $370K | 0.08% |
+1,514
| New | +$353K |
|
75
Blend Labs
BLND
$414M
| $367K | 0.08% |
215,843
| – | – |
|
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