CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
This Quarter Return
+31.87%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+46%)
Cap. Flow
+$32.7M
Cap. Flow
% of AUM
23.25%
Top 10 Holdings %
Top 10 Hldgs %
84.68%
Holding
212
New
102
Increased
27
Reduced
12
Closed
12
Top Buys
| 1 |
Eterna Therapeutics
ERNA
|
$8.5M |
| 2 |
Airbnb
ABNB
|
$8.09M |
| 3 |
Affirm
AFRM
|
$7.57M |
| 4 |
Palantir
PLTR
|
$3.06M |
| 5 |
LOGC
ContextLogic
LOGC
|
$2.41M |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$988K |
| 2 |
Matador Resources
MTDR
|
$720K |
| 3 |
Uber
UBER
|
$407K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$205K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$146K |
Sector Composition
| 1 | Technology | 63.26% |
| 2 | Consumer Discretionary | 10.76% |
| 3 | Healthcare | 7.1% |
| 4 | Financials | 4% |
| 5 | Energy | 1.78% |
