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
$108M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.1M
3
+$1.62M
4
UPST icon
Upstart Holdings
UPST
+$411K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$115K

Top Sells

1
+$5.46M
2
+$5.2M
3
+$4.59M
4
AFRM icon
Affirm
AFRM
+$4.29M
5
MTDR icon
Matador Resources
MTDR
+$824K

Sector Composition

1 Technology 49.52%
2 Financials 13.74%
3 Consumer Discretionary 9.19%
4 Healthcare 7.71%
5 Energy 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-70
77
– –
-858
78
– –
-448
79
– –
-175
80
– –
-6
81
– –
-250
82
– –
-359
83
– –
-21
84
– –
-25
85
– –
-875
86
– –
-700
87
– –
-5,050
88
– –
-600
89
– –
-7,500
90
– –
-40
91
– –
-169
92
– –
-9
93
– –
-4
94
– –
-240
95
– –
-53
96
– –
-100
97
– –
-217
98
– –
-145
99
– –
-215
100
– –
-82
2 3
4
5 6