CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
This Quarter Return
+2.67%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$315M
AUM Growth
+$315M
(-1.8%)
Cap. Flow
-$14.9M
Cap. Flow
% of AUM
-4.73%
Top 10 Holdings %
Top 10 Hldgs %
72.79%
Holding
71
New
2
Increased
21
Reduced
25
Closed
3
Top Buys
| 1 |
Avantis US Large Cap Equity ETF
AVLC
|
$8.47M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$3.46M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$3.08M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$2.4M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
$674K |
Top Sells
| 1 |
Palantir
PLTR
|
$23.2M |
| 2 |
Tesla
TSLA
|
$6.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.82M |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$617K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$597K |
Sector Composition
| 1 | Technology | 33.98% |
| 2 | Energy | 1.88% |
| 3 | Communication Services | 1.01% |
| 4 | Financials | 0.85% |
| 5 | Consumer Staples | 0.31% |
