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
$65.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.59M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.38%
2 Technology 13.15%
3 Consumer Discretionary 10.06%
4 Materials 9.18%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K 0.02%
+390
152
$11K 0.02%
+128
153
$11K 0.02%
+235
154
$11K 0.02%
+274
155
$10K 0.02%
+689
156
$10K 0.02%
+215
157
$10K 0.02%
+150
158
$9K 0.01%
+355
159
$9K 0.01%
+100
160
$9K 0.01%
+200
161
$9K 0.01%
+186
162
$9K 0.01%
+75
163
$9K 0.01%
+200
164
$9K 0.01%
+250
165
$9K 0.01%
+564
166
$9K 0.01%
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167
$8K 0.01%
+82
168
$8K 0.01%
+150
169
$8K 0.01%
+60
170
$8K 0.01%
+560
171
$7K 0.01%
+400
172
$6K 0.01%
+69
173
$6K 0.01%
+200
174
$6K 0.01%
+93
175
$6K 0.01%
+250
4 5 6
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