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
$321M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.5M
3
+$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

1
+$1.91M
2
+$727K
3
+$718K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
MSFT icon
Microsoft
MSFT
+$709K

Sector Composition

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
76
– –
-6,701
77
– –
-2,184
78
– –
-4,397
1 2 3
4