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
$458M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.99M
3
+$2.66M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.2M

Top Sells

1
+$52.6M
2
+$3.03M
3
+$1.71M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$854K

Sector Composition

1 Technology 37.04%
2 Energy 1.7%
3 Communication Services 0.98%
4 Financials 0.82%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVEE icon
51
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$117M
$840K 0.18%
13,465
+4,352
VTEB icon
52
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42B
$818K 0.18%
16,272
ARWR icon
53
Arrowhead Research
ARWR
$9.52B
$744K 0.16%
+11,200
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.06T
$730K 0.16%
2,331
+100
IVV icon
55
iShares Core S&P 500 ETF
IVV
$772B
$694K 0.15%
1,013
VUSB icon
56
Vanguard Ultra-Short Bond ETF
VUSB
$8.19B
$666K 0.15%
13,358
+4,560
BLND icon
57
Blend Labs
BLND
$404M
$656K 0.14%
215,843
-2,884
WCLD icon
58
WisdomTree Cloud Computing Fund
WCLD
$220M
$617K 0.13%
17,633
ASTS icon
59
AST SpaceMobile
ASTS
$26.6B
$581K 0.13%
+8,000
QQQ icon
60
Invesco QQQ Trust
QQQ
$415B
$489K 0.11%
+796
DFSV icon
61
Dimensional US Small Cap Value ETF
DFSV
$7.14B
$466K 0.1%
14,153
IEFA icon
62
iShares Core MSCI EAFE ETF
IEFA
$181B
$442K 0.1%
4,942
-122
SGOL icon
63
abrdn Physical Gold Shares ETF
SGOL
$8.18B
$424K 0.09%
10,318
AMZN icon
64
Amazon
AMZN
$2.69T
$421K 0.09%
1,823
+548
CRM icon
65
Salesforce
CRM
$167B
$409K 0.09%
1,543
DUSB icon
66
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.86B
$386K 0.08%
7,621
+59
CRWD icon
67
CrowdStrike
CRWD
$106B
$380K 0.08%
811
+401
ARTY
68
iShares Future AI & Tech ETF
ARTY
$2.56B
$372K 0.08%
7,722
UAMY icon
69
United States Antimony
UAMY
$1.49B
$372K 0.08%
+74,071
TSLA icon
70
Tesla
TSLA
$1.46T
$362K 0.08%
805
+75
NFLX icon
71
Netflix
NFLX
$455B
$362K 0.08%
3,860
VWO icon
72
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$360K 0.08%
6,697
+113
T icon
73
AT&T
T
$184B
$345K 0.08%
13,883
+7
VCRM
74
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.17B
$344K 0.08%
+4,550
TTD icon
75
Trade Desk
TTD
$10.7B
$342K 0.07%
+9,000
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3
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