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
$141M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$8.09M
3
+$7.57M
4
PLTR icon
Palantir
PLTR
+$3.06M
5
LOGC
ContextLogic
LOGC
+$2.41M

Top Sells

1
+$988K
2
+$720K
3
+$407K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$205K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$146K

Sector Composition

1 Technology 63.26%
2 Consumer Discretionary 10.76%
3 Healthcare 7.1%
4 Financials 4%
5 Energy 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$78K 0.06%
+625
52
$75K 0.05%
+7,500
53
$73K 0.05%
+956
54
$65K 0.05%
+925
55
$60K 0.04%
359
+239
56
$58K 0.04%
+350
57
$56K 0.04%
400
58
$55K 0.04%
900
+299
59
$55K 0.04%
752
60
$51K 0.04%
226
61
$50K 0.04%
479
+229
62
$49K 0.03%
+925
63
$48K 0.03%
+725
64
$44K 0.03%
2,031
+1,986
65
$43K 0.03%
+2,174
66
$42K 0.03%
+1,950
67
$41K 0.03%
+1,000
68
$41K 0.03%
+753
69
$40K 0.03%
+466
70
$39K 0.03%
+500
71
$38K 0.03%
258
72
$38K 0.03%
+425
73
$36K 0.03%
+250
74
$36K 0.03%
150
75
$36K 0.03%
+250
1 2
3
4 5