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
$96.1M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$8.74M
3
+$1.37M
4
AFRM icon
Affirm
AFRM
+$808K
5
CRM icon
Salesforce
CRM
+$327K

Top Sells

1
+$2.4M
2
+$1.57M
3
+$1.36M
4
ENB icon
Enbridge
ENB
+$1.17M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.16M

Sector Composition

1 Technology 72.6%
2 Financials 4.33%
3 Consumer Discretionary 4.05%
4 Energy 2.14%
5 Communication Services 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28K 0.03%
858
-48,056
52
$27K 0.03%
+700
53
$26K 0.03%
250
-2,420
54
$25K 0.03%
220
+38
55
$25K 0.03%
329
+4
56
$25K 0.03%
240
-200
57
$25K 0.03%
200
58
$24K 0.03%
100
-3,250
59
$23K 0.02%
800
60
$23K 0.02%
359
61
$21K 0.02%
292
62
$21K 0.02%
+1,000
63
$19K 0.02%
120
64
$18K 0.02%
200
65
$17K 0.02%
359
-23,761
66
$17K 0.02%
43
67
$16K 0.02%
2,000
68
$15K 0.02%
600
+400
69
$15K 0.02%
38
70
$15K 0.02%
888
+15
71
$15K 0.02%
274
72
$13K 0.01%
306
73
$12K 0.01%
+93
74
$11K 0.01%
122
+53
75
$11K 0.01%
215
1 2
3
4 5