CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $458M
1-Year Est. Return 60.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$492K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.61M
3
+$1.51M
4
UPST icon
Upstart Holdings
UPST
+$453K
5
MTDR icon
Matador Resources
MTDR
+$427K

Top Sells

1
+$1.99M
2
+$770K
3
+$674K
4
GLD icon
SPDR Gold Trust
GLD
+$303K
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$209K

Sector Composition

1 Technology 53.56%
2 Financials 14.52%
3 Consumer Discretionary 11.34%
4 Healthcare 4.09%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29K 0.02%
2,125
77
$29K 0.02%
266
+1
78
$28K 0.02%
457
79
$27K 0.02%
242
80
$26K 0.02%
100
81
$25K 0.02%
125
82
$25K 0.02%
129
83
$25K 0.02%
264
+157
84
$25K 0.02%
220
85
$25K 0.02%
250
-229
86
$24K 0.02%
200
87
$24K 0.02%
858
88
$21K 0.02%
359
89
$21K 0.02%
100
90
$20K 0.01%
448
+1
91
$20K 0.01%
+126
92
$19K 0.01%
300
93
$19K 0.01%
875
94
$19K 0.01%
217
+95
95
$19K 0.01%
+70
96
$19K 0.01%
2,500
97
$18K 0.01%
120
-239
98
$18K 0.01%
43
99
$18K 0.01%
400
100
$16K 0.01%
274
2 3
4
5 6