CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$458M
1-Year Est. Return
60.41%
This Fund
S&P 500
1 Year Est. Return
+60.41%
AUM
$494M
AUM Growth
+$83.4M
(+20%)
Holding
87
Top Buys
| 1 | +$3.63M | |
| 2 | +$3.36M | |
| 3 | +$3.12M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$1.98M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.13M |
Top Sells
| 1 | +$3.06M | |
| 2 | +$1.58M | |
| 3 | +$1.1M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.03M |
| 5 |
Apple
AAPL
|
+$528K |
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
Avantis Real Estate ETF
AVRE
$722M
| $233K | 0.05% |
5,240
-2,128
|
|
||
77
Vanguard Total International Bond ETF
BNDX
$75.7B
| $227K | 0.05% |
+4,588
|
|
||
78
Blackstone
BX
$105B
| $220K | 0.04% |
+1,290
|
|
||
79
iShares Global REIT ETF
REET
$4.62B
| $216K | 0.04% |
8,434
|
|
||
|
FLD
80
Fold Holdings
FLD
$77.8M
| $210K | 0.04% |
+54,504
|
|
||
81
CrowdStrike
CRWD
$104B
| $201K | 0.04% |
410
|
|
||
82
Sysco
SYY
$42B
| $200K | 0.04% |
+2,431
|
|
||
83
Merck
MRK
$291B
| – | – |
-4,738
|
|
||
84
Pfizer
PFE
$157B
| – | – |
-11,714
|
|
||
85
Rocket Lab Corp
RKLB
$38.5B
| – | – |
-12,517
|
|
||
86
Affirm
AFRM
$19.9B
| – | – |
-5,253
|
|
||
87
DoorDash
DASH
$80B
| – | – |
-1,500
|
|