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
$411M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$4.39M
3
+$1.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

1
+$5.69M
2
+$1.7M
3
+$1.57M
4
XOM icon
Exxon Mobil
XOM
+$871K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$499K

Sector Composition

1 Technology 41.82%
2 Communication Services 1.39%
3 Energy 1.09%
4 Financials 0.82%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.06%
+2,619
77
$231K 0.06%
+726
78
$209K 0.05%
+410
79
$208K 0.05%
8,434
-806
80
– –
-6,292
81
– –
-18,221
1 2 3
4