We are live on
!
Find out more
CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$492M
1-Year Est. Return
22.57%
This Fund
S&P 500
This Quarter
Est. Return
+19.41%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$65.8M
AUM Growth
–
Cap. Flow
+$60.8M
Cap. Flow
% of AUM
92.48%
Top 10 Holdings %
Top 10 Hldgs %
33.42%
Holding
196
New
196
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
LPRO
Open Lending Corp
LPRO
|
+$3.05M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$2.74M |
| 3 |
Tesla
TSLA
|
+$2.61M |
| 4 |
Schwab US REIT ETF
SCHH
|
+$2.31M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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
Vanguard Real Estate ETF
VNQ
$39.2B
| $239K | 0.36% |
+2,812
| New | +$233K |
|
77
L3Harris
LHX
$53.1B
| $236K | 0.36% |
+1,250
| New | +$229K |
|
78
Chevron
CVX
$379B
| $225K | 0.34% |
+2,670
| New | +$216K |
|
79
AT&T
T
$160B
| $224K | 0.34% |
+10,305
| New | +$222K |
|
80
Kimberly-Clark
KMB
$37B
| $222K | 0.34% |
+1,650
| New | +$231K |
|
81
PepsiCo
PEP
$190B
| $222K | 0.34% |
+1,500
| New | +$213K |
|
82
SPDR Gold Trust
GLD
$132B
| $219K | 0.33% |
+1,228
| New | +$216K |
|
83
Oracle
ORCL
$420B
| $215K | 0.33% |
+3,325
| New | +$198K |
|
84
Xylem
XYL
$28.5B
| $214K | 0.33% |
+2,100
| New | +$197K |
|
85
FMC
FMC
$1.32B
| $213K | 0.32% |
+1,850
| New | +$206K |
|
86
Zions Bancorporation
ZION
$10.5B
| $210K | 0.32% |
+4,825
| New | +$178K |
|
87
Visa
V
$690B
| $177K | 0.27% |
+810
| New | +$166K |
|
|
PCN
88
PIMCO Corporate & Income Strategy Fund
PCN
$872M
| $162K | 0.25% |
+9,369
| New | +$154K |
|
89
Alcon
ALC
$34.6B
| $160K | 0.24% |
+2,425
| New | +$152K |
|
90
Newmont
NEM
$103B
| $157K | 0.24% |
+2,615
| New | +$161K |
|
91
iShares Russell 1000 Growth ETF
IWF
$127B
| $145K | 0.22% |
+2,400
| New | +$137K |
|
92
RTX Corp
RTX
$294B
| $129K | 0.2% |
+1,800
| New | +$118K |
|
93
Vir Biotechnology
VIR
$1.55B
| $114K | 0.17% |
+4,261
| New | +$138K |
|
94
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
| $111K | 0.17% |
+3,625
| New | +$105K |
|
95
Vanguard S&P 500 ETF
VOO
$1.01T
| $104K | 0.16% |
+301
| New | +$98.1K |
|
96
White Mountains Insurance
WTM
$5.25B
| $95K | 0.14% |
+95
| New | +$89.4K |
|
97
Verizon
VZ
$195B
| $88K | 0.13% |
+1,500
| New | +$89.1K |
|
98
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
| $72K | 0.11% |
+369
| New | +$67.4K |
|
99
Sally Beauty Holdings
SBH
$1.58B
| $71K | 0.11% |
+5,464
| New | +$58.4K |
|
100
Vanguard Morningstar Small-Cap ETF
VB
$82.3B
| $68K | 0.1% |
+350
| New | +$61.7K |
|
Similar funds
CWM
NYLIC
FSA
MA
IP
LI
GCM
SAS
Cypress Point Wealth Management's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Cypress Point Wealth Management, which disclosed 196 positions worth $65.8M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is Open Lending Corp: 105,000 shares worth $3.67M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Consumer Discretionary.
- Cypress Point Wealth Management's largest Q4 2020 buy was Open Lending Corp: 105,000 shares worth $3.67M.
- Cypress Point Wealth Management's ten largest holdings make up 33% of its $65.8M portfolio in Q4 2020.
- Cypress Point Wealth Management disclosed 196 positions in Q4 2020, its first 13F filing on record.
Based on Cypress Point Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.