CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $464M
1-Year Est. Return 47.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.25M
3
+$3.06M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.9M
5
BND icon
Vanguard Total Bond Market
BND
+$1.12M

Top Sells

1
+$2.72M
2
+$1.6M
3
+$1.09M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$997K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$503K

Sector Composition

1 Technology 45.62%
2 Energy 0.95%
3 Communication Services 0.84%
4 Financials 0.73%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$651K 0.13%
21,078
+9,528
52
$620K 0.13%
17,633
+7,838
53
$584K 0.12%
9,113
+518
54
$542K 0.11%
2,231
-11
55
$484K 0.1%
8,316
-1,833
56
$463K 0.09%
3,860
57
$451K 0.09%
14,153
58
$442K 0.09%
5,064
-1,161
59
$440K 0.09%
8,798
-3,075
60
$392K 0.08%
13,876
+5
61
$384K 0.08%
7,562
-1,072
62
$380K 0.08%
+10,318
63
$366K 0.07%
1,543
64
$357K 0.07%
+6,584
65
$354K 0.07%
+7,722
66
$338K 0.07%
2,359
-260
67
$328K 0.07%
493
+1
68
$325K 0.07%
730
+4
69
$302K 0.06%
2,325
70
$302K 0.06%
3,291
+33
71
$296K 0.06%
+4,378
72
$294K 0.06%
4,000
-7,000
73
$285K 0.06%
4,460
74
$280K 0.06%
1,275
-67
75
$271K 0.05%
5,255
+2
1 2
3
4