CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
This Quarter Return
+12.17%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+45%)
Cap. Flow
+$46.7M
Cap. Flow
% of AUM
23.91%
Top 10 Holdings %
Top 10 Hldgs %
60.4%
Holding
72
New
18
Increased
37
Reduced
11
Closed
1
Top Buys
| 1 |
Avantis US Large Cap Equity ETF
AVLC
|
$10.3M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$10.2M |
| 3 |
Exxon Mobil
XOM
|
$6.79M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
$3.13M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.09M |
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$3.73M |
| 2 |
Phillips 66
PSX
|
$1.65M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$618K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$513K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$223K |
Sector Composition
| 1 | Technology | 20.85% |
| 2 | Energy | 3.48% |
| 3 | Consumer Discretionary | 1.77% |
| 4 | Communication Services | 1.54% |
| 5 | Financials | 0.59% |
