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CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$464M
1-Year Est. Return
47.68%
This Fund
S&P 500
This Quarter
Est. Return
-5.48%
1 Year Est. Return
+47.68%
3 Year Est. Return
+280.92%
5 Year Est. Return
+178.32%
10 Year Est. Return
–
AUM
$464M
AUM Growth
+$6.11M
(+1.3%)
Cap. Flow
+$38.2M
Cap. Flow
% of AUM
8.23%
Top 10 Holdings %
Top 10 Hldgs %
69.84%
Holding
132
New
42
Increased
45
Reduced
19
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
+$4.82M |
| 2 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$4.03M |
| 3 |
Vanguard Value ETF
VTV
|
+$3.54M |
| 4 |
Avantis US Large Cap Equity ETF
AVLC
|
+$3.17M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.86M |
Top Sells
| 1 |
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
|
+$3.04M |
| 2 |
ConocoPhillips
COP
|
+$2.75M |
| 3 |
ExxonMobil
XOM
|
+$1.63M |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$1.43M |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$1.02M |
Sector Composition
| 1 | Technology | 32.95% |
| 2 | Communication Services | 1.68% |
| 3 | Energy | 1.23% |
| 4 | Financials | 1.23% |
| 5 | Consumer Discretionary | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cisco
CSCO
$441B
| $364K | 0.08% |
+4,689
| New | +$367K |
|
|
ARTY
77
iShares Future AI & Tech ETF
ARTY
$3.6B
| $359K | 0.08% |
7,722
| – | – |
|
78
iShares Core MSCI EAFE ETF
IEFA
$188B
| $357K | 0.08% |
3,942
-1,000
| -20% | -$93.3K |
|
79
Travelers Companies
TRV
$70B
| $354K | 0.08% |
+1,213
| New | +$355K |
|
80
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
| $351K | 0.08% |
4,462
| – | – |
|
81
Eli Lilly
LLY
$1.03T
| $348K | 0.07% |
+378
| New | +$383K |
|
82
Merck
MRK
$305B
| $347K | 0.07% |
+2,883
| New | +$333K |
|
83
Dimensional US Targeted Value ETF
DFAT
$14.3B
| $338K | 0.07% |
5,407
-70
| -1% | -$4.45K |
|
84
CrowdStrike
CRWD
$211B
| $335K | 0.07% |
3,436
+192
| +6% | +$20.3K |
|
85
Vanguard FTSE Emerging Markets ETF
VWO
$122B
| $327K | 0.07% |
6,047
-650
| -10% | -$36.4K |
|
86
GE Vernova
GEV
$284B
| $325K | 0.07% |
+372
| New | +$290K |
|
87
TeraWulf
WULF
$9.6B
| $313K | 0.07% |
21,676
-3,824
| -15% | -$56.7K |
|
88
Dimensional US Real Estate ETF
DFAR
$1.75B
| $310K | 0.07% |
+13,100
| New | +$315K |
|
89
Honeywell
HON
$70.6B
| $310K | 0.07% |
+1,370
| New | +$313K |
|
90
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $308K | 0.07% |
3,356
+19
| +0.6% | +$1.74K |
|
91
Allstate
ALL
$61.6B
| $302K | 0.07% |
+1,455
| New | +$298K |
|
92
Powell Industries
POWL
$9B
| $300K | 0.06% |
+1,665
| New | +$272K |
|
93
Citigroup
C
$226B
| $298K | 0.06% |
+2,627
| New | +$299K |
|
|
DFMC
94
U.S. Micro Cap Portfolio ETF
DFMC
$157M
| $295K | 0.06% |
+5,800
| New | +$292K |
|
95
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.49B
| $289K | 0.06% |
4,460
| – | – |
|
96
Vanguard Mid-Cap ETF
VO
$106B
| $287K | 0.06% |
4,000
| – | – |
|
97
JPMorgan Chase
JPM
$922B
| $282K | 0.06% |
+959
| New | +$291K |
|
98
Booking.com
BKNG
$142B
| $282K | 0.06% |
+1,675
| New | +$308K |
|
99
Abbott
ABT
$155B
| $279K | 0.06% |
+2,715
| New | +$307K |
|
100
Accenture
ACN
$83.8B
| $273K | 0.06% |
+1,379
| New | +$321K |
|
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