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
$140M
AUM Growth
-$492K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.51M
3
+$1.06M
4
UPST icon
Upstart Holdings
UPST
+$727K
5
MTDR icon
Matador Resources
MTDR
+$529K

Top Sells

1
+$1.93M
2
+$758K
3
+$654K
4
GLD icon
SPDR Gold Trust
GLD
+$303K
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$209K

Sector Composition

1 Technology 64.08%
2 Consumer Discretionary 11.34%
3 Healthcare 4.09%
4 Financials 4%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
359
102
$15K 0.01%
175
103
$15K 0.01%
915
+15
104
$14K 0.01%
+1,000
105
$13K 0.01%
244
+208
106
$13K 0.01%
+1,300
107
$12K 0.01%
698
+9
108
$11K 0.01%
+169
109
$11K 0.01%
215
110
$11K 0.01%
125
111
$11K 0.01%
250
112
$10K 0.01%
195
113
$10K 0.01%
150
114
$9K 0.01%
+999
115
$9K 0.01%
145
+52
116
$9K 0.01%
82
117
$9K 0.01%
+91
118
$9K 0.01%
200
119
$9K 0.01%
186
120
$8K 0.01%
600
-1,000
121
$7K 0.01%
83
122
$7K 0.01%
+31
123
$5K ﹤0.01%
40
124
$5K ﹤0.01%
460
125
$5K ﹤0.01%
46
3 4
5
6 7