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
$141M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$8.09M
3
+$7.57M
4
PLTR icon
Palantir
PLTR
+$3.06M
5
LOGC
ContextLogic
LOGC
+$2.41M

Top Sells

1
+$988K
2
+$720K
3
+$407K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$205K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$146K

Sector Composition

1 Technology 63.26%
2 Consumer Discretionary 10.76%
3 Healthcare 7.1%
4 Financials 4%
5 Energy 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32K 0.02%
200
77
$31K 0.02%
457
78
$30K 0.02%
+700
79
$30K 0.02%
265
-70
80
$29K 0.02%
+2,125
81
$29K 0.02%
240
82
$29K 0.02%
100
83
$28K 0.02%
858
84
$28K 0.02%
700
85
$27K 0.02%
+242
86
$27K 0.02%
+2,500
87
$25K 0.02%
+250
88
$25K 0.02%
220
89
$25K 0.02%
+129
90
$24K 0.02%
1,600
+1,000
91
$24K 0.02%
+125
92
$24K 0.02%
1,250
+250
93
$23K 0.02%
+200
94
$23K 0.02%
359
95
$23K 0.02%
1,000
+400
96
$22K 0.02%
+100
97
$22K 0.02%
+50
98
$22K 0.02%
292
99
$21K 0.01%
+875
100
$21K 0.01%
3,000
+1,000
2 3
4
5 6