CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $494M
1-Year Est. Return 118.41%
This Quarter Est. Return
1 Year Est. Return
+118.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.59M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.38%
2 Technology 13.15%
3 Consumer Discretionary 10.06%
4 Materials 9.18%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$63K 0.1%
+419
102
$57K 0.09%
+1,433
103
$57K 0.09%
+2,414
104
$56K 0.09%
+2,998
105
$53K 0.08%
+226
106
$50K 0.08%
+717
107
$48K 0.07%
+752
108
$48K 0.07%
+400
109
$45K 0.07%
+20
110
$41K 0.06%
+764
111
$39K 0.06%
+440
112
$37K 0.06%
+690
113
$35K 0.05%
+601
114
$34K 0.05%
+674
115
$33K 0.05%
+258
116
$31K 0.05%
+150
117
$30K 0.05%
+1,024
118
$28K 0.04%
+275
119
$28K 0.04%
+480
120
$27K 0.04%
+200
121
$26K 0.04%
+1,114
122
$25K 0.04%
+160
123
$25K 0.04%
+200
124
$25K 0.04%
+457
125
$22K 0.03%
+182
3 4
5
6 7