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
$464M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.03M
3
+$3.54M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.17M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.86M

Top Sells

1
+$3.04M
2
+$2.75M
3
+$1.63M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.43M
5
IBDT icon
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
CSCO icon
76
Cisco
CSCO
$332B
$364K 0.08%
+4,689
ARTY
77
iShares Future AI & Tech ETF
ARTY
$2.55B
$359K 0.08%
7,722
IEFA icon
78
iShares Core MSCI EAFE ETF
IEFA
$181B
$357K 0.08%
3,942
-1,000
TRV icon
79
Travelers Companies
TRV
$63.4B
$354K 0.08%
+1,213
EMXC icon
80
iShares MSCI Emerging Markets ex China ETF
EMXC
$20.5B
$351K 0.08%
4,462
LLY icon
81
Eli Lilly
LLY
$807B
$348K 0.07%
+378
MRK icon
82
Merck
MRK
$286B
$347K 0.07%
+2,883
DFAT icon
83
Dimensional US Targeted Value ETF
DFAT
$13.2B
$338K 0.07%
5,407
-70
CRWD icon
84
CrowdStrike
CRWD
$105B
$335K 0.07%
859
+48
VWO icon
85
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$327K 0.07%
6,047
-650
GEV icon
86
GE Vernova
GEV
$264B
$325K 0.07%
+372
WULF icon
87
TeraWulf
WULF
$8.15B
$313K 0.07%
21,676
-3,824
DFAR icon
88
Dimensional US Real Estate ETF
DFAR
$1.67B
$310K 0.07%
+13,100
HON icon
89
Honeywell
HON
$146B
$310K 0.07%
+1,370
BIL icon
90
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$51.1B
$308K 0.07%
3,356
+19
ALL icon
91
Allstate
ALL
$55.3B
$302K 0.07%
+1,455
POWL icon
92
Powell Industries
POWL
$8.45B
$300K 0.06%
+1,665
C icon
93
Citigroup
C
$222B
$298K 0.06%
+2,627
EEMV icon
94
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.4B
$289K 0.06%
4,460
VO icon
95
Vanguard Mid-Cap ETF
VO
$97.3B
$287K 0.06%
1,000
JPM icon
96
JPMorgan Chase
JPM
$827B
$282K 0.06%
+959
BKNG icon
97
Booking.com
BKNG
$147B
$282K 0.06%
+1,675
ABT icon
98
Abbott
ABT
$167B
$279K 0.06%
+2,715
ACN icon
99
Accenture
ACN
$119B
$273K 0.06%
+1,379
CVX icon
100
Chevron
CVX
$374B
$258K 0.06%
+1,245
2 3
4
5 6