CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
This Quarter Return
+2.96%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+8.1%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
5.43%
Top 10 Holdings %
Top 10 Hldgs %
61.12%
Holding
74
New
3
Increased
37
Reduced
18
Closed
2
Top Buys
| 1 |
Avantis US Large Cap Equity ETF
AVLC
|
$2.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.96M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$1.8M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$954K |
| 5 |
Dimensional US Core Equity 1 ETF
DCOR
|
$904K |
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$392K |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$278K |
| 3 |
Super Micro Computer
SMCI
|
$208K |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$150K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$87.8K |
Sector Composition
| 1 | Technology | 21.15% |
| 2 | Energy | 3.21% |
| 3 | Consumer Discretionary | 1.82% |
| 4 | Communication Services | 1.57% |
| 5 | Financials | 0.52% |
