CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
This Quarter Return
+4.77%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-0.35%)
Cap. Flow
+$2.46M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
84%
Holding
239
New
39
Increased
24
Reduced
13
Closed
67
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.01M |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$1.51M |
| 3 |
LOGC
ContextLogic
LOGC
|
$1.06M |
| 4 |
Upstart Holdings
UPST
|
$727K |
| 5 |
Matador Resources
MTDR
|
$529K |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$1.93M |
| 2 |
Palantir
PLTR
|
$758K |
| 3 |
Microsoft
MSFT
|
$654K |
| 4 |
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% |
