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
$96.1M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$8.74M
3
+$1.37M
4
AFRM icon
Affirm
AFRM
+$808K
5
CRM icon
Salesforce
CRM
+$327K

Top Sells

1
+$2.4M
2
+$1.57M
3
+$1.36M
4
ENB icon
Enbridge
ENB
+$1.17M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.16M

Sector Composition

1 Technology 72.6%
2 Financials 4.33%
3 Consumer Discretionary 4.05%
4 Energy 2.14%
5 Communication Services 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
81
102
$1K ﹤0.01%
1
103
$1K ﹤0.01%
+20
104
$1K ﹤0.01%
45
-10,260
105
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-1
106
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-4,050
107
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-1,255
108
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-960
109
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-1,510
110
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-11,480
111
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-8,190
112
$0 ﹤0.01%
+200
113
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-200
114
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115
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-4,245
116
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-9,250
117
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118
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120
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-1,650
121
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-30,318
122
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-136
123
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-2,414
124
– –
-1,250
125
$0 ﹤0.01%
4
3 4
5
6 7