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
$141M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$8.29M
3
+$7.17M
4
PLTR icon
Palantir
PLTR
+$2.68M
5
LOGC
ContextLogic
LOGC
+$2.16M

Top Sells

1
+$962K
2
+$583K
3
+$425K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$201K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$146K

Sector Composition

1 Technology 57.33%
2 Consumer Discretionary 10.76%
3 Financials 9.93%
4 Healthcare 7.1%
5 Energy 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$0 ﹤0.01%
50
202
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-3,881
203
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-200
204
$0 ﹤0.01%
4
205
$0 ﹤0.01%
+12
206
$0 ﹤0.01%
4
207
– –
-600
208
– –
-38
209
$0 ﹤0.01%
+10
210
– –
-93
211
– –
-800
212
– –
0
5 6 7 8
9