CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $494M
1-Year Est. Return 118.41%
This Quarter Est. Return
1 Year Est. Return
+118.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.59M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.38%
2 Technology 13.15%
3 Consumer Discretionary 10.06%
4 Materials 9.18%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$239K 0.36%
+2,812
77
$236K 0.36%
+1,250
78
$225K 0.34%
+2,670
79
$224K 0.34%
+10,305
80
$222K 0.34%
+1,650
81
$222K 0.34%
+1,500
82
$219K 0.33%
+1,228
83
$215K 0.33%
+3,325
84
$214K 0.33%
+2,100
85
$213K 0.32%
+1,850
86
$210K 0.32%
+4,825
87
$177K 0.27%
+810
88
$162K 0.25%
+9,369
89
$160K 0.24%
+2,425
90
$157K 0.24%
+2,615
91
$145K 0.22%
+600
92
$129K 0.2%
+1,800
93
$114K 0.17%
+4,261
94
$111K 0.17%
+3,625
95
$104K 0.16%
+301
96
$95K 0.14%
+95
97
$88K 0.13%
+1,500
98
$72K 0.11%
+369
99
$71K 0.11%
+5,464
100
$68K 0.1%
+350
2 3
4
5 6