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
$140M
AUM Growth
-$492K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.51M
3
+$1.06M
4
UPST icon
Upstart Holdings
UPST
+$727K
5
MTDR icon
Matador Resources
MTDR
+$529K

Top Sells

1
+$1.93M
2
+$758K
3
+$654K
4
GLD icon
SPDR Gold Trust
GLD
+$303K
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$209K

Sector Composition

1 Technology 64.08%
2 Consumer Discretionary 11.34%
3 Healthcare 4.09%
4 Financials 4%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
+8
152
$1K ﹤0.01%
+4
153
$1K ﹤0.01%
45
-1,986
154
$1K ﹤0.01%
+6
155
$1K ﹤0.01%
+333
156
$1K ﹤0.01%
250
157
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