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
$96.1M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$8.74M
3
+$1.37M
4
AFRM icon
Affirm
AFRM
+$808K
5
CRM icon
Salesforce
CRM
+$327K

Top Sells

1
+$2.4M
2
+$1.57M
3
+$1.36M
4
ENB icon
Enbridge
ENB
+$1.17M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.16M

Sector Composition

1 Technology 72.6%
2 Financials 4.33%
3 Consumer Discretionary 4.05%
4 Energy 2.14%
5 Communication Services 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K 0.01%
564
77
$10K 0.01%
250
78
$10K 0.01%
999
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$10K 0.01%
150
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$10K 0.01%
+1,000
81
$10K 0.01%
550
+500
82
$9K 0.01%
689
83
$9K 0.01%
82
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125
-3,200
85
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186
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$8K 0.01%
307
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$7K 0.01%
600
88
$7K 0.01%
200
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89
$6K 0.01%
83
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90
$6K 0.01%
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$5K 0.01%
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$5K 0.01%
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$5K 0.01%
40
94
$4K ﹤0.01%
113
95
$3K ﹤0.01%
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96
$3K ﹤0.01%
+34
97
$3K ﹤0.01%
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98
$2K ﹤0.01%
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$2K ﹤0.01%
34
100
$2K ﹤0.01%
31
2 3
4
5 6