CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $464M
1-Year Est. Return 47.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.68%
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
+$9.06M
2
+$8.29M
3
+$7.17M
4
PLTR icon
Palantir
PLTR
+$2.68M
5
LOGC
ContextLogic
LOGC
+$2.16M

Top Sells

1
+$962K
2
+$583K
3
+$425K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$201K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$146K

Sector Composition

1 Technology 57.33%
2 Consumer Discretionary 10.76%
3 Financials 9.93%
4 Healthcare 7.1%
5 Energy 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K 0.01%
+46
152
$8K 0.01%
+100
153
$8K 0.01%
+375
154
$8K 0.01%
200
155
$8K 0.01%
+1,500
156
$8K 0.01%
+157
157
$8K 0.01%
+100
158
$7K 0.01%
+1,575
159
$7K 0.01%
+300
160
$7K 0.01%
83
161
$6K ﹤0.01%
93
162
$6K ﹤0.01%
+50
163
$6K ﹤0.01%
168
164
$5K ﹤0.01%
40
165
$5K ﹤0.01%
+225
166
$5K ﹤0.01%
+225
167
$5K ﹤0.01%
+66
168
$5K ﹤0.01%
+114
169
$5K ﹤0.01%
46
170
$5K ﹤0.01%
+75
171
$4K ﹤0.01%
+75
172
$4K ﹤0.01%
100
-13
173
$4K ﹤0.01%
+175
174
$3K ﹤0.01%
+600
175
$3K ﹤0.01%
+15
5 6
7
8 9