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
126
$12K 0.01%
+450
127
$12K 0.01%
+200
128
$12K 0.01%
+535
129
$12K 0.01%
215
130
$11K 0.01%
+350
131
$11K 0.01%
+250
132
$11K 0.01%
+275
133
$11K 0.01%
+150
134
$11K 0.01%
122
135
$10K 0.01%
689
136
$10K 0.01%
+300
137
$10K 0.01%
+125
138
$10K 0.01%
125
139
$10K 0.01%
107
+73
140
$10K 0.01%
+195
141
$10K 0.01%
+175
142
$10K 0.01%
150
143
$10K 0.01%
250
144
$10K 0.01%
+250
145
$10K 0.01%
999
146
$10K 0.01%
1,000
147
$9K 0.01%
82
148
$9K 0.01%
+525
149
$9K 0.01%
186
150
$8K 0.01%
+375
4 5
6
7 8