CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $458M
1-Year Est. Return 60.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$4.39M
3
+$1.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

1
+$5.69M
2
+$1.7M
3
+$1.57M
4
XOM icon
Exxon Mobil
XOM
+$871K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$499K

Sector Composition

1 Technology 41.82%
2 Communication Services 1.39%
3 Energy 1.09%
4 Financials 0.82%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$592K 0.14%
11,873
+1,359
52
$548K 0.13%
10,149
-9,792
53
$520K 0.13%
6,225
-1,689
54
$518K 0.13%
8,595
-1,131
55
$517K 0.13%
3,860
+110
56
$450K 0.11%
2,308
57
$448K 0.11%
+12,517
58
$438K 0.11%
8,634
+55
59
$421K 0.1%
1,543
60
$417K 0.1%
14,153
-6,725
61
$401K 0.1%
+13,871
62
$395K 0.1%
2,242
+162
63
$375K 0.09%
+4,738
64
$370K 0.09%
+1,500
65
$363K 0.09%
+5,253
66
$354K 0.09%
9,795
67
$333K 0.08%
+11,550
68
$325K 0.08%
7,368
+84
69
$309K 0.08%
2,325
70
$304K 0.07%
492
+5
71
$299K 0.07%
3,258
+34
72
$294K 0.07%
1,342
+43
73
$284K 0.07%
+11,714
74
$280K 0.07%
4,460
75
$249K 0.06%
+5,253
1 2
3
4