CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$411M
1-Year Return
113.05%
This Quarter Return
-14.07%
1 Year Return
+113.05%
3 Year Return
+259.56%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
-$32.3M
(-23%)
Cap. Flow
-$13.8M
Cap. Flow
% of AUM
-12.76%
Top 10 Holdings %
Top 10 Hldgs %
82.15%
Holding
174
New
2
Increased
6
Reduced
11
Closed
145
Top Buys
| 1 |
Eterna Therapeutics
ERNA
|
$5.9M |
| 2 |
Robinhood
HOOD
|
$2.37M |
| 3 |
Blend Labs
BLND
|
$1.03M |
| 4 |
Upstart Holdings
UPST
|
$249K |
| 5 |
Schwab US REIT ETF
SCHH
|
$123K |
Top Sells
| 1 |
Airbnb
ABNB
|
$5.16M |
| 2 |
Unity
U
|
$4.86M |
| 3 |
Palantir
PLTR
|
$3.79M |
| 4 |
Affirm
AFRM
|
$3.27M |
| 5 |
Matador Resources
MTDR
|
$744K |
Sector Composition
| 1 | Technology | 58.04% |
| 2 | Consumer Discretionary | 9.19% |
| 3 | Healthcare | 7.71% |
| 4 | Financials | 5.22% |
| 5 | Energy | 1.79% |
