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
126
$5K ﹤0.01%
168
127
$5K ﹤0.01%
+53
128
$4K ﹤0.01%
+68
129
$4K ﹤0.01%
101
+1
130
$4K ﹤0.01%
75
131
$3K ﹤0.01%
151
132
$3K ﹤0.01%
25
133
$3K ﹤0.01%
34
134
$3K ﹤0.01%
+100
135
$3K ﹤0.01%
15
136
$2K ﹤0.01%
70
137
$2K ﹤0.01%
+40
138
$2K ﹤0.01%
31
139
$2K ﹤0.01%
+94
140
$1K ﹤0.01%
+6
141
$1K ﹤0.01%
1
142
$1K ﹤0.01%
+22
143
$1K ﹤0.01%
+6
144
$1K ﹤0.01%
+21
145
$1K ﹤0.01%
+20
146
$1K ﹤0.01%
+1
147
$1K ﹤0.01%
+12
148
$1K ﹤0.01%
+4
149
$1K ﹤0.01%
+2
150
$1K ﹤0.01%
+2
4 5
6
7 8