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
$96.1M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$67.3M
2
+$10.7M
3
+$1.31M
4
AFRM icon
Affirm
AFRM
+$1.11M
5
CRM icon
Salesforce
CRM
+$344K

Top Sells

1
+$2.4M
2
+$1.54M
3
+$1.36M
4
ENB icon
Enbridge
ENB
+$1.17M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.16M

Sector Composition

1 Technology 71.68%
2 Financials 5.25%
3 Consumer Discretionary 4.05%
4 Energy 2.14%
5 Communication Services 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-31,675
202
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-75
203
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-200
204
– –
-970
205
– –
-11,480
206
– –
-8,190
207
$0 ﹤0.01%
333
208
– –
-1
209
$0 ﹤0.01%
+200
210
– –
-200
211
– –
-1
5 6 7 8
9