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
$135M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$3M
3
+$2.99M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.68M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.19M

Top Sells

1
+$4.35M
2
+$3.89M
3
+$1.27M
4
AFRM icon
Affirm
AFRM
+$1.01M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$955K

Sector Composition

1 Technology 21.81%
2 Consumer Discretionary 3.32%
3 Communication Services 1.69%
4 Energy 1.22%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$270K 0.2%
5,460
+770
52
$251K 0.19%
1,778
53
$218K 0.16%
+4,470
54
$169K 0.13%
6,292
55
– –
-369,639
56
– –
-47,382
57
– –
-22,684
58
– –
-12,530
59
– –
-129,807
60
– –
-21,500
61
– –
-1,969
1 2
3