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
$464M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.03M
3
+$3.54M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.17M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.86M

Top Sells

1
+$3.04M
2
+$2.75M
3
+$1.63M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.43M
5
IBDT icon
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
DFGR icon
51
Dimensional Global Real Estate ETF
DFGR
$3.57B
$950K 0.2%
35,734
-8,938
VUSB icon
52
Vanguard Ultra-Short Bond ETF
VUSB
$8.27B
$933K 0.2%
18,748
+5,390
NFLX icon
53
Netflix
NFLX
$362B
$909K 0.2%
9,453
+5,593
VTEB icon
54
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43B
$812K 0.17%
16,272
TSLA icon
55
Tesla
TSLA
$1.64T
$768K 0.17%
2,065
+1,260
ARWR icon
56
Arrowhead Research
ARWR
$11B
$702K 0.15%
11,200
GOOG icon
57
Alphabet (Google) Class C
GOOG
$4.56T
$675K 0.15%
+2,353
ASTS icon
58
AST SpaceMobile
ASTS
$33.9B
$663K 0.14%
8,000
UAMY icon
59
United States Antimony
UAMY
$1.33B
$647K 0.14%
74,071
IVV icon
60
iShares Core S&P 500 ETF
IVV
$843B
$630K 0.14%
964
-49
T icon
61
AT&T
T
$172B
$616K 0.13%
21,243
+7,360
BAC icon
62
Bank of America
BAC
$366B
$602K 0.13%
12,350
+7,094
VCRM
63
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.3B
$566K 0.12%
7,526
+2,976
DFSV icon
64
Dimensional US Small Cap Value ETF
DFSV
$7.63B
$496K 0.11%
14,153
CRM icon
65
Salesforce
CRM
$157B
$485K 0.1%
2,597
+1,054
WCLD
66
WisdomTree Cloud Computing Fund
WCLD
$270M
$482K 0.1%
17,633
DUSB icon
67
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.09B
$462K 0.1%
9,106
+1,485
SGOL icon
68
abrdn Physical Gold Shares ETF
SGOL
$7.76B
$460K 0.1%
10,318
L icon
69
Loews
L
$21.3B
$458K 0.1%
+4,290
AMD icon
70
Advanced Micro Devices
AMD
$842B
$425K 0.09%
+2,089
FNV icon
71
Franco-Nevada
FNV
$44.5B
$387K 0.08%
+1,568
V icon
72
Visa
V
$621B
$387K 0.08%
+1,281
KLAC icon
73
KLA
KLAC
$251B
$371K 0.08%
+252
JNJ icon
74
Johnson & Johnson
JNJ
$542B
$370K 0.08%
+1,514
BLND icon
75
Blend Labs
BLND
$433M
$367K 0.08%
215,843
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3
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