CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $458M
1-Year Est. Return 60.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.41%
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
+$1.61M
3
+$1.51M
4
UPST icon
Upstart Holdings
UPST
+$453K
5
MTDR icon
Matador Resources
MTDR
+$427K

Top Sells

1
+$1.99M
2
+$770K
3
+$674K
4
GLD icon
SPDR Gold Trust
GLD
+$303K
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$209K

Sector Composition

1 Technology 53.56%
2 Financials 14.52%
3 Consumer Discretionary 11.34%
4 Healthcare 4.09%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
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