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CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $492M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
+36.99%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$321M
AUM Growth
+$66.6M
Cap. Flow
+$9M
Cap. Flow %
2.8%
Top 10 Hldgs %
71.69%
Holding
78
New
3
Increased
32
Reduced
25
Closed
9

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$5.29M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.5M
3
DFUS
Dimensional US Equity ETF
DFUS
+$2.61M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.24M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$942K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$1.91M
2
AAPL icon
Apple
AAPL
+$727K
3
NVDA icon
NVIDIA
NVDA
+$718K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
MSFT icon
Microsoft
MSFT
+$709K

Sector Composition

Rank Sector Weight
1 Technology 36.64%
2 Consumer Discretionary 2.03%
3 Energy 1.8%
4 Communication Services 1.07%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBUX icon
76
Starbucks
SBUX
$118B
– –
-6,701
Closed -$653K
SPXL icon
77
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.01B
– –
-2,184
Closed -$358K
USRT icon
78
iShares Core US REIT ETF
USRT
$4.66B
– –
-4,397
Closed -$271K
1 2 3
4

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FSA
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MA
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IP
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LBW
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RF
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LI
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Cypress Point Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Cypress Point Wealth Management held 78 positions worth $321M, up 26% from $255M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Cypress Point Wealth Management's Q4 2024 filing shows 3 new, 32 increased, 25 reduced and 9 closed positions. Its largest new stake was Vanguard Morningstar Growth ETF: 13,998 shares worth $958K. The largest sale was Palantir, an estimated $1.91M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 25% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Cypress Point Wealth Management's largest Q4 2024 buy was Vanguard Morningstar Growth ETF: 13,998 shares worth $958K.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q4 2024, an estimated $5.29M increase.
  • Cypress Point Wealth Management's biggest Q4 2024 reduction was Palantir, cutting an estimated $1.91M.
  • Cypress Point Wealth Management fully exited NVIDIA in Q4 2024, selling an estimated $718K.
  • Cypress Point Wealth Management's ten largest holdings make up 72% of its $321M portfolio in Q4 2024.
  • Cypress Point Wealth Management opened 3 new positions and closed 9 in Q4 2024.
  • Cypress Point Wealth Management's portfolio value rose 26% quarter-over-quarter to $321M.

Based on Cypress Point Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.