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

Top Buys

1
+$67.3M
2
+$10.7M
3
+$1.31M
4
AFRM icon
Affirm
AFRM
+$1.11M
5
CRM icon
Salesforce
CRM
+$344K

Top Sells

1
+$2.4M
2
+$1.54M
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 71.68%
2 Financials 5.25%
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%
31
102
$1K ﹤0.01%
1
103
$1K ﹤0.01%
+20
104
$1K ﹤0.01%
45
-10,260
105
– –
-3,690
106
$0 ﹤0.01%
4
107
– –
-14,485
108
– –
-1,500
109
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-1,975
110
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-191
111
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-3,875
112
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-5,500
113
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-876
114
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-523
115
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-4,825
116
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-4,245
117
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-9,250
118
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-2,340
119
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-525
120
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-14,980
121
– –
-3,875
122
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-2,425
123
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-4,325
124
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-275
125
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-1,650
3 4
5
6 7