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CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $492M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
+36.99%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$321M
AUM Growth
+$66.6M
Cap. Flow
+$9M
Cap. Flow %
2.8%
Top 10 Hldgs %
71.69%
Holding
78
New
3
Increased
32
Reduced
25
Closed
9

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$5.29M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.5M
3
DFUS
Dimensional US Equity ETF
DFUS
+$2.61M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.24M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$942K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$1.91M
2
AAPL icon
Apple
AAPL
+$727K
3
NVDA icon
NVIDIA
NVDA
+$718K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
MSFT icon
Microsoft
MSFT
+$709K

Sector Composition

Rank Sector Weight
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
CRM icon
51
Salesforce
CRM
$151B
$516K 0.16%
1,543
-420
-21% -$134K
VBR icon
52
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$457K 0.14%
2,308
+13
+0.6% +$2.67K
DUSB icon
53
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
$432K 0.13%
8,537
-377
-4% -$19.1K
IVV icon
54
iShares Core S&P 500 ETF
IVV
$878B
$409K 0.13%
694
– –
AVEE icon
55
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$114M
$402K 0.13%
7,542
+1,013
+16% +$57.1K
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$4.36T
$398K 0.12%
2,104
-1,513
-42% -$265K
WCLD
57
WisdomTree Cloud Computing Fund
WCLD
$271M
$368K 0.11%
9,795
– –
IBDS icon
58
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$359K 0.11%
+15,000
New +$361K
KKR icon
59
KKR & Co
KKR
$91.1B
$344K 0.11%
2,325
-165
-7% -$24.2K
NFLX icon
60
Netflix
NFLX
$299B
$334K 0.1%
3,750
-1,480
-28% -$122K
AMZN icon
61
Amazon
AMZN
$2.92T
$311K 0.1%
1,417
-2,511
-64% -$514K
BIL icon
62
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$293K 0.09%
+3,202
New +$293K
EEMV icon
63
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.44B
$283K 0.09%
4,888
-2,703
-36% -$163K
REET icon
64
iShares Global REIT ETF
REET
$5.09B
$266K 0.08%
11,078
-2,821
-20% -$72K
AVRE icon
65
Avantis Real Estate ETF
AVRE
$872M
$256K 0.08%
6,099
+442
+8% +$19.8K
RUM icon
66
RUM Group Inc
RUM
$1.61B
$246K 0.08%
18,883
+662
+4% +$4.71K
BX icon
67
Blackstone
BX
$102B
$222K 0.07%
1,290
-173
-12% -$30.1K
OSCR icon
68
Oscar Health
OSCR
$9.41B
$155K 0.05%
11,499
– –
ERNA icon
69
Eterna Therapeutics
ERNA
$3.83M
$27.7K 0.01%
252
– –
AVGO icon
70
Broadcom
AVGO
$1.85T
– –
-1,747
Closed -$301K
GOOG icon
71
Alphabet (Google) Class C
GOOG
$4.36T
– –
-1,958
Closed -$327K
JPM icon
72
JPMorgan Chase
JPM
$935B
– –
-1,071
Closed -$226K
LLY icon
73
Eli Lilly
LLY
$1.02T
– –
-408
Closed -$361K
NOK icon
74
Nokia
NOK
$51B
– –
-100,000
Closed -$437K
NVDA icon
75
NVIDIA
NVDA
$4.86T
– –
-5,914
Closed -$718K
1 2
3
4

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NYLIC
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FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
MA
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IP
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LBW
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RF
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LI
Lafayette Investments Ashton, Maryland $494M AUM 11.42% 1-Year Est. Return

Cypress Point Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Cypress Point Wealth Management held 78 positions worth $321M, up 26% from $255M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Cypress Point Wealth Management's Q4 2024 filing shows 3 new, 32 increased, 25 reduced and 9 closed positions. Its largest new stake was Vanguard Morningstar Growth ETF: 13,998 shares worth $958K. The largest sale was Palantir, an estimated $1.91M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 25% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Cypress Point Wealth Management's largest Q4 2024 buy was Vanguard Morningstar Growth ETF: 13,998 shares worth $958K.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q4 2024, an estimated $5.29M increase.
  • Cypress Point Wealth Management's biggest Q4 2024 reduction was Palantir, cutting an estimated $1.91M.
  • Cypress Point Wealth Management fully exited NVIDIA in Q4 2024, selling an estimated $718K.
  • Cypress Point Wealth Management's ten largest holdings make up 72% of its $321M portfolio in Q4 2024.
  • Cypress Point Wealth Management opened 3 new positions and closed 9 in Q4 2024.
  • Cypress Point Wealth Management's portfolio value rose 26% quarter-over-quarter to $321M.

Based on Cypress Point Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.