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
$108M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$2.37M
3
+$1.02M
4
UPST icon
Upstart Holdings
UPST
+$249K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$123K

Top Sells

1
+$5.16M
2
+$4.86M
3
+$3.79M
4
AFRM icon
Affirm
AFRM
+$3.27M
5
MTDR icon
Matador Resources
MTDR
+$744K

Sector Composition

1 Technology 58.04%
2 Consumer Discretionary 9.19%
3 Healthcare 7.71%
4 Financials 5.22%
5 Energy 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-220
52
– –
-6
53
– –
-720
54
– –
-698
55
– –
-2
56
– –
-226
57
– –
-1,000
58
– –
-46
59
– –
-735
60
– –
-1,085
61
– –
-1,290
62
– –
-942
63
– –
-168
64
– –
-6
65
– –
-403
66
– –
-145
67
– –
-215
68
– –
-82
69
– –
-1
70
– –
-12
71
– –
-91
72
– –
-258
73
– –
-192
74
– –
-752
75
– –
-126
1 2
3
4 5