CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$494M
1-Year Est. Return
118.41%
1 Year Est. Return
+118.41%
AUM
$411M
AUM Growth
+$95.5M
(+30%)
Holding
81
Top Buys
| 1 | +$10.4M | |
| 2 | +$4.75M | |
| 3 | +$2.01M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.33M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.32M |
Top Sells
| 1 | +$6.16M | |
| 2 | +$1.83M | |
| 3 | +$1.69M | |
| 4 |
Exxon Mobil
XOM
|
+$878K |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$528K |
Sector Composition
| 1 | Technology | 41.91% |
| 2 | Communication Services | 1.39% |
| 3 | Energy | 1.09% |
| 4 | Financials | 0.73% |
| 5 | Consumer Staples | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Robinhood
HOOD
$115B
| $245K | 0.06% |
+2,619
|
|
||
77
Tesla
TSLA
$1.46T
| $231K | 0.06% |
+726
|
|
||
78
CrowdStrike
CRWD
$122B
| $209K | 0.05% |
+410
|
|
||
79
iShares Global REIT ETF
REET
$3.89B
| $208K | 0.05% |
8,434
-806
|
|
||
80
Rumble
RUM
$2.41B
| – | – |
-18,221
|
|
||
81
Eterna Therapeutics
ERNA
$9.36M
| – | – |
-6,292
|
|