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
176
$6K 0.01%
+307
177
$5K 0.01%
+46
178
$5K 0.01%
+600
179
$5K 0.01%
+40
180
$4K 0.01%
+52
181
$4K 0.01%
+168
182
$4K 0.01%
+113
183
$3K ﹤0.01%
+25
184
$2K ﹤0.01%
+34
185
$2K ﹤0.01%
+31
186
$2K ﹤0.01%
+26
187
$2K ﹤0.01%
+70
188
$1K ﹤0.01%
+333
189
$1K ﹤0.01%
+81
190
$1K ﹤0.01%
+1
191
$0 ﹤0.01%
+4
192
$0 ﹤0.01%
+50
193
$0 ﹤0.01%
+4
194
$0 ﹤0.01%
+50
195
$0 ﹤0.01%
+1
196
$0 ﹤0.01%
+1
4 5 6 7
8