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
$255M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.65M
3
+$1.58M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.15M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.07M

Top Sells

1
+$873K
2
+$597K
3
+$573K
4
PLTR icon
Palantir
PLTR
+$306K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$153K

Sector Composition

1 Technology 25.06%
2 Energy 2.71%
3 Consumer Discretionary 2.15%
4 Communication Services 1.76%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-107,000
77
– –
-2,333
1 2 3
4