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
$114M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.92M
3
+$2.65M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.32M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.03M

Top Sells

1
+$1.12M
2
+$803K
3
+$485K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$376K
5
TOST icon
Toast
TOST
+$346K

Sector Composition

1 Technology 25.07%
2 Consumer Discretionary 4.02%
3 Financials 2.69%
4 Communication Services 1.74%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$204K 0.18%
+4,690
52
$182K 0.16%
+12,530
53
– –
-15,346
54
– –
-29,501
55
– –
-141,534
1 2
3