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
$65.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.59M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.38%
2 Technology 13.15%
3 Consumer Discretionary 10.06%
4 Materials 9.18%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.03%
+800
127
$22K 0.03%
+136
128
$21K 0.03%
+325
129
$21K 0.03%
+2,000
130
$20K 0.03%
+359
131
$20K 0.03%
+292
132
$19K 0.03%
+50
133
$19K 0.03%
+35
134
$18K 0.03%
+1,255
135
$17K 0.03%
+120
136
$17K 0.03%
+200
137
$16K 0.02%
+233
138
$16K 0.02%
+523
139
$16K 0.02%
+43
140
$15K 0.02%
+135
141
$15K 0.02%
+306
142
$14K 0.02%
+347
143
$14K 0.02%
+38
144
$14K 0.02%
+472
145
$14K 0.02%
+500
146
$13K 0.02%
+50
147
$13K 0.02%
+245
148
$13K 0.02%
+191
149
$12K 0.02%
+873
150
$11K 0.02%
+999
4 5
6
7 8