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
$65.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.59M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.38%
2 Technology 13.15%
3 Consumer Discretionary 10.06%
4 Materials 9.18%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$453K 0.69%
+1,050
52
$451K 0.69%
+2,725
53
$441K 0.67%
+3,075
54
$423K 0.64%
+6,190
55
$422K 0.64%
+3,272
56
$412K 0.63%
+8,079
57
$407K 0.62%
+3,875
58
$403K 0.61%
+5,500
59
$391K 0.59%
+12,900
60
$370K 0.56%
+1,650
61
$355K 0.54%
+9,250
62
$347K 0.53%
+3,645
63
$346K 0.53%
+4,428
64
$346K 0.53%
+4,050
65
$338K 0.51%
+8,190
66
$337K 0.51%
+960
67
$314K 0.48%
+1,510
68
$294K 0.45%
+1,075
69
$285K 0.43%
+1,140
70
$282K 0.43%
+4,515
71
$278K 0.42%
+3,932
72
$275K 0.42%
+1,975
73
$272K 0.41%
+1,365
74
$263K 0.4%
+525
75
$260K 0.4%
+3,900
1 2
3
4 5