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

Top Buys

1
+$3.89M
2
+$2.81M
3
+$2.55M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.23M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.94M

Top Sells

1
+$1.12M
2
+$935K
3
+$447K
4
BLND icon
Blend Labs
BLND
+$375K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$360K

Sector Composition

1 Technology 25.96%
2 Consumer Discretionary 4.02%
3 Financials 1.81%
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
– –
-141,534
54
– –
-15,346
55
– –
-29,501
1 2
3