CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $464M
1-Year Est. Return 47.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.25M
3
+$3.06M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.9M
5
BND icon
Vanguard Total Bond Market
BND
+$1.12M

Top Sells

1
+$2.72M
2
+$1.6M
3
+$1.09M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$997K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$503K

Sector Composition

1 Technology 45.62%
2 Energy 0.95%
3 Communication Services 0.84%
4 Financials 0.73%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.05%
5,240
-2,128
77
$227K 0.05%
+4,588
78
$220K 0.04%
+1,290
79
$216K 0.04%
8,434
80
$210K 0.04%
+54,504
81
$201K 0.04%
410
82
$200K 0.04%
+2,431
83
– –
-4,738
84
– –
-11,714
85
– –
-12,517
86
– –
-5,253
87
– –
-1,500
1 2 3
4