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
$141M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$8.09M
3
+$7.57M
4
PLTR icon
Palantir
PLTR
+$3.06M
5
LOGC
ContextLogic
LOGC
+$2.41M

Top Sells

1
+$988K
2
+$720K
3
+$407K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$205K
5
IWF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
+350
102
$20K 0.01%
+447
103
$20K 0.01%
+150
104
$20K 0.01%
400
-8,133
105
$19K 0.01%
+300
106
$19K 0.01%
+800
107
$19K 0.01%
+500
108
$18K 0.01%
+600
109
$18K 0.01%
+200
110
$18K 0.01%
43
111
$18K 0.01%
+1,325
112
$17K 0.01%
+300
113
$17K 0.01%
274
114
$16K 0.01%
359
115
$16K 0.01%
+175
116
$16K 0.01%
900
+12
117
$15K 0.01%
+150
118
$15K 0.01%
+225
119
$15K 0.01%
+300
120
$14K 0.01%
+250
121
$14K 0.01%
+125
122
$13K 0.01%
+250
123
$13K 0.01%
+400
124
$13K 0.01%
306
125
$13K 0.01%
+200
3 4
5
6 7