CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $458M
1-Year Est. Return 60.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.1M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$67.3M
2
+$10.7M
3
+$1.31M
4
AFRM icon
Affirm
AFRM
+$1.11M
5
CRM icon
Salesforce
CRM
+$344K

Top Sells

1
+$2.4M
2
+$1.54M
3
+$1.36M
4
ENB icon
Enbridge
ENB
+$1.17M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.16M

Sector Composition

1 Technology 71.76%
2 Financials 5.18%
3 Consumer Discretionary 4.05%
4 Energy 2.14%
5 Communication Services 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,400
152
– –
-200
153
– –
-3,695
154
– –
-1,255
155
– –
-50
156
– –
-2,215
157
– –
-1,365
158
– –
-11,500
159
– –
-3,555
160
– –
-160
161
– –
-135
162
– –
-200
163
– –
-150
164
– –
-1,650
165
– –
-30,318
166
– –
-136
167
– –
-2,414
168
– –
-1,250
169
– –
-245
170
– –
-5,245
171
– –
-60
172
– –
-4,428
173
– –
-2,615
174
– –
-4,375
175
$0 ﹤0.01%
4
5 6
7
8 9