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
$315M
AUM Growth
-$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$3.46M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$674K

Top Sells

1
+$23.2M
2
+$6.2M
3
+$1.82M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$617K
5
DFAI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.16%
9,726
+2,184
52
$435K 0.14%
8,579
+42
53
$430K 0.14%
2,308
54
$414K 0.13%
1,543
55
$390K 0.12%
694
56
$363K 0.12%
15,000
57
$350K 0.11%
375
58
$322K 0.1%
2,080
-24
59
$318K 0.1%
9,795
60
$313K 0.1%
7,284
+1,185
61
$296K 0.09%
3,224
+22
62
$272K 0.09%
+487
63
$269K 0.09%
2,325
64
$260K 0.08%
4,460
-428
65
$247K 0.08%
1,299
-118
66
$224K 0.07%
9,240
-1,838
67
$129K 0.04%
18,221
-662
68
$16.8K 0.01%
6,292
69
– –
-15,354
70
– –
-11,499
71
– –
-1,290
1 2
3