We are live on
!
Find out more
CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$492M
1-Year Est. Return
22.57%
This Fund
S&P 500
This Quarter
Est. Return
+19.41%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$65.8M
AUM Growth
–
Cap. Flow
+$60.8M
Cap. Flow
% of AUM
92.48%
Top 10 Holdings %
Top 10 Hldgs %
33.42%
Holding
196
New
196
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
LPRO
Open Lending Corp
LPRO
|
+$3.05M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$2.74M |
| 3 |
Tesla
TSLA
|
+$2.61M |
| 4 |
Schwab US REIT ETF
SCHH
|
+$2.31M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.38% |
| 2 | Technology | 13.15% |
| 3 | Consumer Discretionary | 10.06% |
| 4 | Materials | 9.18% |
| 5 | Healthcare | 8.94% |
Similar funds
CWM
NYLIC
FSA
MA
IP
LI
GCM
SAS
Cypress Point Wealth Management's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Cypress Point Wealth Management, which disclosed 196 positions worth $65.8M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is Open Lending Corp: 105,000 shares worth $3.67M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Consumer Discretionary.
- Cypress Point Wealth Management's largest Q4 2020 buy was Open Lending Corp: 105,000 shares worth $3.67M.
- Cypress Point Wealth Management's ten largest holdings make up 33% of its $65.8M portfolio in Q4 2020.
- Cypress Point Wealth Management disclosed 196 positions in Q4 2020, its first 13F filing on record.
Based on Cypress Point Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.