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
176
$3K ﹤0.01%
25
177
$3K ﹤0.01%
34
178
$3K ﹤0.01%
+200
179
$3K ﹤0.01%
+15
180
$3K ﹤0.01%
+600
181
$2K ﹤0.01%
70
182
$2K ﹤0.01%
+16
183
$2K ﹤0.01%
31
184
$2K ﹤0.01%
+200
185
$2K ﹤0.01%
+36
186
$2K ﹤0.01%
+60
187
$2K ﹤0.01%
250
188
$1K ﹤0.01%
1
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20
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+200
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$1K ﹤0.01%
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$1K ﹤0.01%
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$0 ﹤0.01%
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0
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$0 ﹤0.01%
+10
198
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– –
-600
200
$0 ﹤0.01%
4
5 6 7
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