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
$141M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$8.09M
3
+$7.57M
4
PLTR icon
Palantir
PLTR
+$3.06M
5
LOGC
ContextLogic
LOGC
+$2.41M

Top Sells

1
+$988K
2
+$720K
3
+$407K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$205K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$146K

Sector Composition

1 Technology 63.26%
2 Consumer Discretionary 10.76%
3 Healthcare 7.1%
4 Financials 4%
5 Energy 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K 0.01%
+100
152
$8K 0.01%
+460
153
$8K 0.01%
+750
154
$8K 0.01%
+100
155
$8K 0.01%
+157
156
$8K 0.01%
+1,500
157
$8K 0.01%
200
158
$7K 0.01%
83
159
$7K 0.01%
+300
160
$7K 0.01%
+1,575
161
$6K ﹤0.01%
168
162
$6K ﹤0.01%
93
163
$6K ﹤0.01%
+50
164
$5K ﹤0.01%
+75
165
$5K ﹤0.01%
46
166
$5K ﹤0.01%
+114
167
$5K ﹤0.01%
+66
168
$5K ﹤0.01%
+225
169
$5K ﹤0.01%
+225
170
$5K ﹤0.01%
40
171
$4K ﹤0.01%
+175
172
$4K ﹤0.01%
100
-13
173
$4K ﹤0.01%
+75
174
$3K ﹤0.01%
151
+70
175
$3K ﹤0.01%
+100
5 6
7
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