CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $458M
1-Year Est. Return 60.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$492K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.61M
3
+$1.51M
4
UPST icon
Upstart Holdings
UPST
+$453K
5
MTDR icon
Matador Resources
MTDR
+$427K

Top Sells

1
+$1.99M
2
+$770K
3
+$674K
4
GLD icon
SPDR Gold Trust
GLD
+$303K
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$209K

Sector Composition

1 Technology 53.56%
2 Financials 14.52%
3 Consumer Discretionary 11.34%
4 Healthcare 4.09%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$78K 0.06%
625
52
$77K 0.05%
350
53
$69K 0.05%
956
54
$66K 0.05%
942
+17
55
$57K 0.04%
350
56
$56K 0.04%
752
57
$56K 0.04%
400
58
$51K 0.04%
936
+11
59
$51K 0.04%
722
-495
60
$48K 0.03%
425
61
$43K 0.03%
735
+10
62
$42K 0.03%
1,000
63
$42K 0.03%
500
64
$42K 0.03%
2,174
65
$39K 0.03%
1,950
66
$38K 0.03%
258
67
$38K 0.03%
753
68
$33K 0.02%
258
+8
69
$33K 0.02%
226
70
$33K 0.02%
200
71
$32K 0.02%
240
72
$32K 0.02%
250
73
$30K 0.02%
150
74
$30K 0.02%
250
75
$30K 0.02%
403
+111
1 2
3
4 5