CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
This Quarter Return
-0.84%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$96.1M
AUM Growth
+$96.1M
(+46%)
Cap. Flow
+$28.3M
Cap. Flow
% of AUM
29.42%
Top 10 Holdings %
Top 10 Hldgs %
90.42%
Holding
211
New
15
Increased
18
Reduced
18
Closed
101
Top Buys
| 1 |
Palantir
PLTR
|
$57.1M |
| 2 |
Unity
U
|
$8.74M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.37M |
| 4 |
Affirm
AFRM
|
$808K |
| 5 |
Salesforce
CRM
|
$327K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.4M |
| 2 |
DuPont de Nemours
DD
|
$1.57M |
| 3 |
Loews
L
|
$1.37M |
| 4 |
Enbridge
ENB
|
$1.17M |
| 5 |
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% |
