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
$321M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.44M
3
+$2.6M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.19M
5
VUG icon
Vanguard Growth ETF
VUG
+$958K

Top Sells

1
+$2.48M
2
+$772K
3
+$718K
4
META icon
Meta Platforms (Facebook)
META
+$708K
5
MSFT icon
Microsoft
MSFT
+$702K

Sector Composition

1 Technology 36.64%
2 Consumer Discretionary 2.03%
3 Energy 1.8%
4 Communication Services 1.07%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$516K 0.16%
1,543
-420
52
$457K 0.14%
2,308
+13
53
$432K 0.13%
8,537
-377
54
$409K 0.13%
694
55
$402K 0.13%
7,542
+1,013
56
$398K 0.12%
2,104
-1,513
57
$368K 0.11%
9,795
58
$359K 0.11%
+15,000
59
$344K 0.11%
2,325
-165
60
$334K 0.1%
3,750
-1,480
61
$311K 0.1%
1,417
-2,511
62
$293K 0.09%
+3,202
63
$283K 0.09%
4,888
-2,703
64
$266K 0.08%
11,078
-2,821
65
$256K 0.08%
6,099
+442
66
$246K 0.08%
18,883
+662
67
$222K 0.07%
1,290
-173
68
$155K 0.05%
11,499
69
$27.7K 0.01%
6,292
70
– –
-1,747
71
– –
-1,958
72
– –
-1,071
73
– –
-408
74
– –
-100,000
75
– –
-5,914
1 2
3
4