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CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$464M
1-Year Est. Return
47.68%
This Fund
S&P 500
This Quarter
Est. Return
-5.48%
1 Year Est. Return
+47.68%
3 Year Est. Return
+280.92%
5 Year Est. Return
+178.32%
10 Year Est. Return
–
AUM
$464M
AUM Growth
+$6.11M
(+1.3%)
Cap. Flow
+$38.2M
Cap. Flow
% of AUM
8.23%
Top 10 Holdings %
Top 10 Hldgs %
69.84%
Holding
132
New
42
Increased
45
Reduced
19
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
+$4.82M |
| 2 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$4.03M |
| 3 |
Vanguard Value ETF
VTV
|
+$3.54M |
| 4 |
Avantis US Large Cap Equity ETF
AVLC
|
+$3.17M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.86M |
Top Sells
| 1 |
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
|
+$3.04M |
| 2 |
ConocoPhillips
COP
|
+$2.75M |
| 3 |
ExxonMobil
XOM
|
+$1.63M |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$1.43M |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$1.02M |
Sector Composition
| 1 | Technology | 32.95% |
| 2 | Communication Services | 1.68% |
| 3 | Energy | 1.23% |
| 4 | Financials | 1.23% |
| 5 | Consumer Discretionary | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Chevron
CVX
$365B
| $258K | 0.06% |
+1,245
| New | +$227K |
|
102
Walmart Inc
WMT
$909B
| $253K | 0.05% |
+2,037
| New | +$250K |
|
103
Intuit
INTU
$77.4B
| $249K | 0.05% |
+575
| New | +$274K |
|
104
KKR & Co
KKR
$90.2B
| $245K | 0.05% |
2,652
+327
| +14% | +$34.5K |
|
105
GE Aerospace
GE
$359B
| $243K | 0.05% |
+858
| New | +$270K |
|
106
AbbVie
ABBV
$441B
| $243K | 0.05% |
+1,115
| New | +$247K |
|
107
Home Depot
HD
$348B
| $237K | 0.05% |
+720
| New | +$262K |
|
108
Thermo Fisher Scientific
TMO
$201B
| $236K | 0.05% |
+480
| New | +$260K |
|
109
Micron Technology
MU
$970B
| $231K | 0.05% |
+685
| New | +$268K |
|
110
Vanguard Total International Bond ETF
BNDX
$82.1B
| $227K | 0.05% |
4,731
+21
| +0.4% | +$1.02K |
|
111
American Express
AXP
$247B
| $224K | 0.05% |
+741
| New | +$248K |
|
112
Trade Desk
TTD
$9.01B
| $220K | 0.05% |
9,714
+714
| +8% | +$20.6K |
|
113
Applied Materials
AMAT
$452B
| $216K | 0.05% |
+632
| New | +$213K |
|
114
Phillips 66
PSX
$80.2B
| $215K | 0.05% |
+1,182
| New | +$185K |
|
115
Agnico Eagle Mines
AEM
$69.2B
| $208K | 0.04% |
+1,023
| New | +$213K |
|
116
Uber
UBER
$150B
| $203K | 0.04% |
+2,828
| New | +$218K |
|
117
Gilead Sciences
GILD
$166B
| $202K | 0.04% |
+1,450
| New | +$203K |
|
118
Marvell Technology
MRVL
$173B
| $202K | 0.04% |
+2,036
| New | +$171K |
|
|
FLD
119
Fold Holdings
FLD
$21.8M
| $70.8K | 0.02% |
53,604
-900
| -2% | -$1.55K |
|
|
UROY
120
Uranium Royalty Corp
UROY
$386M
| $65.1K | 0.01% |
+17,835
| New | +$72.9K |
|
121
Voyager Therapeutics
VYGR
$189M
| $39.5K | 0.01% |
+10,235
| New | +$40.3K |
|
122
Clarivate
CLVT
$1.49B
| $31K | 0.01% |
+12,269
| New | +$31.4K |
|
123
RenovoRx
RNXT
$39.7M
| $20.2K | ﹤0.01% |
20,000
| – | – |
|
|
124
ConocoPhillips
COP
$137B
| – | – |
-29,389
| Closed | -$2.75M |
|
125
Robinhood
HOOD
$99.5B
| – | – |
-2,359
| Closed | -$267K |
|
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