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
$255M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.65M
3
+$1.58M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.15M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.07M

Top Sells

1
+$873K
2
+$597K
3
+$573K
4
PLTR icon
Palantir
PLTR
+$306K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$153K

Sector Composition

1 Technology 25.06%
2 Energy 2.71%
3 Consumer Discretionary 2.15%
4 Communication Services 1.76%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$618K 0.24%
7,914
52
$615K 0.24%
19,953
+2,900
53
$600K 0.24%
3,617
+86
54
$537K 0.21%
1,963
+87
55
$476K 0.19%
7,591
-340
56
$461K 0.18%
2,295
+32
57
$453K 0.18%
8,914
+3,074
58
$437K 0.17%
+100,000
59
$400K 0.16%
694
60
$384K 0.15%
6,529
+175
61
$371K 0.15%
13,899
62
$371K 0.15%
5,230
-10
63
$361K 0.14%
408
-11
64
$358K 0.14%
2,184
+5
65
$327K 0.13%
1,958
-7
66
$325K 0.13%
2,490
+28
67
$313K 0.12%
9,795
68
$301K 0.12%
1,747
+137
69
$271K 0.11%
4,397
-236
70
$267K 0.1%
5,657
+530
71
$244K 0.1%
11,499
-83
72
$226K 0.09%
1,071
-93
73
$224K 0.09%
+1,463
74
$99.1K 0.04%
6,292
75
$97.7K 0.04%
+18,221
1 2
3
4